Monthly Archives February 2012

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Sino-Forest and How Do We See Chinese Companies?

I saw this article over how Paulson got sued over not doing enough due diligence on the Sino-Forest investment. Find the WSJ article here. How should we understand the present problem with U.S. listed companies from China? I do not think all Chinese firms should be delisted, but I am concerned over viewing Chinese companies […]

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A Risk For The Chinese Economy

Here is a Quote from the New York Times on the recent World Bank Report given in Beijing. The World Bank said, The greatest risks facing China’s economy, the authors say, may not be external shocks like global economic weakness, but internal structural challenges, like weak domestic consumption, overinvestment in infrastructure and rising inequality among […]

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A 5000 Year Gap Is Not To Be Forgotten

I want to mention a book by John K. Fairbanks. It was published in 1967 and the title is  China:  The People’s Middle Kingdom and the U.S.A In that time, China was in the middle of the cultural revolution and was killing and torturing itself in horrible ways. It was further vilifying America in every […]

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Increasing Opportunity, Increasing Pace

Just saw this at China-Window.  It is well done and you can get it here. It describes how companies used to be careful coming to China but now they are accelerating their investments.  China is the biggest growth market in the world. Companies are seeing that the time is now to capture this market. Here […]

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Increasing Competition

I mentioned the top three concerns of U.S. companies in Shanghai recently here. Increasing Competition is Number 3. None of us should be surprised that competition gets tougher year by year as the whole China market matures.  Clearly, coming to China in a small way is a no brainer as too many possibilities in China […]

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Rising Costs II

Foxconn said that salaries for many workers would immediately jump by 16 to 25 percent, to about $400 a month, before overtime. See the whole New York Times article  here This is a good news/bad news thing naturally. If your factory is in China, and you are only exporting, your pressure just went up another […]

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Rising Costs

Foreign Entrepreneurs in China listed some top concerns for US companies in China.    Here are her top three from Amcham Shanghai: Key Business Challenges in China (%) (*) Rising Costs   (91%) Human Resource Constraints    (90%) Increasing Competition    (83%) For her complete list look here. Ah, rising costs has risen to the top, but […]

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