From the monthly archives:
The news media is reporting that the Sichuan earthquake has left 1 million people without clean, drinkable
water.
That’s nothing; many millions more have been left without clean drinking water for year. Water pollution is one of the
most acute problems in China and some companies are
going to make a fortune helping provide that clean water.
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Strange things can happen in a country with Communist leadership who can do whatever they want.
The Chinese government gave
China Mobile a struggling fixed-line phone company, for
free. China Railcom has been struggling and rather
than let it die a slow death, the powers that be just gave it to China Mobile.
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There are several prosperous countries worthy of your investment dollars, Malaysia being one of them.
Here is an interesting story of the
40 richest Malaysians, which I think is a road map of what industries to invest in.
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There are over 100 Chinese stocks listed on the NYSE and Nasdaq, but the U.S. isn’t the only place where you can find
Chinese stocks.
45 Chinese companies are now traded on the
London Stock Exchange.
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Here is a great article
that gives you a cultural view of China’s one child
policy.
The article doesn’t mention New Oriental Education, but you can clearly see why the one child policy is driving
students to EDU classes.
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Okay, I talk a lot about the big gains to be made in China.
What happens if I’m wrong? Take a look at the numbers for the last three losing years the Shanghai market lost
money.
2002 -17.5%
2004 -15.4%
2005 -8.3%
Nobody likes losing money, but if those are indicative of the cost of being wrong by investing in China, [...]
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The head of Malaysia’s sovereign fund, Khazanah Nasional, gave a very optimistic view for his country.
“Malaysia is now
strong not just in manufacturing exports but would also have very strong domestic consumption. When you put all these
things together, by no means that we are talking about a slowing down. Certainly that kind of growth rate that [...]
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We have our strategic petroleum reserves. China has its
strategic pork reserves (I’m not kidding) and Japan has strategic rice reserves.
Japan admitted that it has 2.6 MILLION tons of rice stored in warehouses around
the country. The news came out because the World Bank asked Japan to release some of
its stockpiles to alleviate the rice shortage in [...]
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It was luck, but a Chinese cement picked a great time to go public. The earthquake guarantees them a bunch of business
for years and years.
Shares of Asia Cement Holdings (0743.HK)
jumped 39% on its trading debut yesterday.
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Forget about the Mall of America. The two biggest malls in the world are in China.
This factoid will surprise you though; 4 of the 11 largest malls in the world are in the
Philippines, a country that I’d hardly call prosperous.
If you own any U.S. retail stocks, you are really missing out on the best retail [...]
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