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- Perfect World Announces Share Repurchase Program
- Trader Mark submits: We don't currently own Perfect World PWRD because the market, in all its wisdom, has deemed that the youth of China will stop playing video games, because Americans can't pay their mortgages. Perfect logic. But on Monday, the company announced the type of stock buyback program we...
- External links 2008-10-15
- Perfect World, Energy Conversion Devices: Stocks to Consider
- Trader Mark submits: Although we are now in a time when fundamentals mean nothing, I'm still following along to see how companies are doing, so when an era of rationality returns and the casino action abates, we know what stocks we want to be back in. I sold both Perfect...
- External links 2008-11-11
- Not a Good Week for Chinese Dot.Coms
- Trader Mark submits: Both Baidu.com BIDU and Ctrip.com CTRP have taken serious whacks this week, showing yet again the risk of holding individual equities in this type of market is simply too great - hence the better focus appears to be ETFs as the "risk" part of risk/reward is overweighted....
- External links 2008-11-18
- Restarting Baidu
- Trader Mark submits: For you technical traders out there, you know the "fill the gap" theory. I just went back on Baidu.com BIDU to see how long it has been since it was this low - it was April 2007. Ironically there was a gap in the chart created...
- External links 2008-11-20
- Chinese Consumers Loosen Their Fists
- Trader Mark submits: Now overlay the last story with this one, and then compare the attitudes of citizens towards savings here or in Japan versus the conspicuous consumption culture we celebrate. It is one stark difference - people who act like this in America are viewed as "strange" or "out...
- External links 2008-12-08
- Slowdown is Catching Up with Baidu
- Trader Mark submits: Stocks continue to rally when bad news is announced, which again, is a complete character reversal from what we've seen for the entire fall and early winter. You have to respect that and toast Kool Aid. That said, Baidu.com BIDU which had the least surprising pre-announcement ever...
- External links 2008-12-11
- China and the Baltic Dry Index - What's Really Going On?
- Trader Mark submits: I'd like to write a comprehensive entry about the recent love for all things China and commodities in the past few days. Before I begin, let me throw a few disclaimers out there: a I could be wrong b it doesn't matter what I think, as...
- External links 2009-02-10
- Is China Pulling an Alan Greenspan?
- Trader Mark submits:Some very interesting data out of China of late in terms of loan growth - in fact staggering data. Aside from being a very important economy to follow, it is worthwhile to dispel much of the bunk and hype coming from the punditry with reality checks. [Feb 9:...
- External links 2009-02-16
- Sohu Not Just So-So
- Trader Mark submits: With all the government interventions and general hysteria last week, there was not a lot of time to get to a bevy of earnings announcements. I'll try to put up articles about some interesting names still showing some solid growth metrics in a horrid global economy.This...
- External links 2009-02-17
- Why Is China Stockpiling Oil?
- Trader Mark submits: One thing you cannot say about the Chinese government is that they don't have a very long-term vision. This is an interesting article on Reuters about how the country has fully loaded its oil reserves and now is looking to load up ships for even more....
- External links 2009-03-10
- China: Recovery or Just Slightly Improved Data?
- Trader Mark submits: While I've been a proponent that emerging markets will actually lead this eventual global recovery, the evidence for recovery thus far is more or less all based around some slightly improved Chinese data. Since data from within that country is not so trustworthy, a common sense approach...
- External links 2009-04-14
- Is Gold's Move an Indication or Merely a Reaction?
- Trader Mark submits: While I believe gold jumped Friday on this news regarding China building its reserves, the more important question to ask is over the longer run in terms of "why" and "implications for the dollar some far off day in the future". I'm not going to ask those...
- External links 2009-04-27
- All Is Well on Mothership Baidu
- Trader Mark submits: After some serious issues surrounding the "purity" of their search results last November [Nov 18, 2008: Not a Good Week for Chinese Dot Coms] (boy, that seems ages ago) and the associated after affects [Dec 11, 2008: Baidu.com - Lowers Guidance, Stock is Up] it appears all...
- External links 2009-04-28
- What's Gotten into Taiwan?
- Trader Mark submits: Some readers were asking about what had gotten into Taiwan last week; my first assumption was "semiconductors are the go-to play for early cycle advocates, and some of the largest semi co's on the planet reside in Taiwan," but it is much larger than that. China...
- External links 2009-05-04
- It's China's World; the Rest of Us Just Live in It
- Trader Mark submits:The remarkable spending on commodities out of China continues. This single country demand continues to make old sign posts useless. "Doctor Copper" is now hostage to the Chinese whims. There were thoughts in early April that after China had finished its stockpiling [Mar ...
- External links 2009-05-14
- Ctrip.com Holding Steady
- Trader Mark submits: Since Ctrip.com CTRP came public mid decade I've always had good fortune with this name; there are certain companies in each niche or sector that always seem to fare much better than competition and Ctrip.com seems to be the cream of the crop in Chinese travel. ...
- External links 2009-05-14
- Could China's Recovery Be Stalled?
- Trader Mark submits: Reader Jason notified me of this story from Bloomberg.... I am posting it simply for entertainment purposes as it is completely legitimate that an economy based on exports, relying on multiple first world economies in historic recessions has within months transformed itself to a consumer led economy...
- External links 2009-05-21
- Recovery from China: Will the Debtors Lead the Debtors?
- Trader Mark submits: I think it is incredibly important to focus on China and in fact Chindia (China + India), as I expect the East to have a greater and greater role in the world's future, both economically and otherwise. Many Americans are very inward looking, and in my belief...
- External links 2009-05-28
- A-Power: The Stock That Got Away
- Trader Mark submits: A long-time reader was kind enough to point me towards A-Power Energy APWR and its recent activity. This was a name I stuck with for a long time (9 months), while amazed the market could care less about its single digit PE ratio. All it did was...
- External links 2009-05-27
- China's Car Sales Jump 47% Year over Year on Subsidies
- Trader Mark submits: Now if you are going to do stimulus, China shows us how to do it! As car sales jumped 47% year over year in May, the profits at auto makers fell 28%, and revenue dropped 11% for the first 4 months of the year... but that's how...
- External links 2009-06-09
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