Select Page

Buy Baidu (BIDU)

Shares of Baidu (BIDU), China’s leading Internet search provider, have been drifting lower since a November 11 high of $114.10—until yesterday. As of the close in New York, the shares had moved up to $101.25, a 2.5% gain on the day. The most recent part of the price...

With inflation on a run, the Chinese are buying gold too

China has treated data on the country’s level of gold imports as a state secret—until last week. And the newly public data shows that China is on a path that would have the country overtake India as the world’s largest consumer of gold. Think this might be bullish for...

Yingli Green Energy (YGE)

While the United State has dithered over how, when, and whether to invest in the energy industries of the future, solar cells and panels have become a commodity business. And that gives a huge edge to China’s solar manufacturers with their significantly lower labor...

China gets the worries big time over inflation fixes

The news is that China’s government is drafting policies to fight inflation. Chinese Premier Wen Jiabao said so on November 15 from a supermarket in Guangzhou. The comments were broadcast on state TV so they count as solid news. The rumor is that China’s central bank...

Go domestic with your international stocks

At the end of October China’s Communist Party formally endorsed the country’s new12th five-year economic plan. For 2011-2015 the plan envisions changing China from the world’s factory to the world’s market. During this period, China’s leaders intend to change the...

So who won the elections?–which stocks? I mean

The U.S Chamber of Commerce had spent $35 million on the mid-term elections as of November 2, according to the Center for Responsive Politics. American Crossroads, another independent organization, spent $22 million. The Club for Growth $8 million. The National...

China taps a new leader but who is this guy?

It sure is a lot more orderly than the current U.S. elections. Even if the meaning of the result remains more than a bit vague. On October 18 the central committee of China’s Communist Party appointed Xi Jinping vice chairman of the Communist Party’s military...

The trading day starts off DOWN in China

  So far on China’s stock markets it’s still the same old story: Anytime the central bank raises interest rates, as it did yesterday October 19, or does anything that might slow growth or hinder asset speculation, stocks drop like a stone. Except for real estate...