February 8, 2007- Occasionally, I’ll revisit prior blog entries and provide a very quick update. Several months ago, I said that I would avoid buying stocks of Chinese banks. Despite the recent comments of a top Chinese politician that the Chinese stock market was manifesting the signs of a “bubble” ready to burst, China’s economic [...]

January 4, 2007 In Part I of this two-part blog entry, I said that I would discuss some specific Asian companies that would benefit from the global technology adoption of Internet Protocol Version 6 (IPv6). Two Chinese companies, KongZhong (NASDAQ:KONG) and ZTE Corporation (ZTCOF.PK) may fit the bill. More on this topic (What's this?) Where [...]

December 19, 2006 – Vision is more important than minutiae in discovering stocks that will soar. Let’s consider one of the biggest changes on the technology horizon of the next decade (and already in play in Asia) that many people outside of the technology industry are not even aware of. What is it? Internet Protocol [...]

December 7, 2006 – This blog entry is kind of a part II to my post about global warming opening up new shipping lanes in the Arctic Circle. Wang Shuguang, Director of the State Oceanography Bureau, in China recently stated: “in the past 20 years, the total output value of ocean industry has increased to [...]

October 16, 2006 – U.S. Federal Reserve Chairman Ben Bernanke recently stated that the enormous U.S. trade deficit that the U.S. has incurred over the years is nothing to worry about because it merely reflects global savings patterns. He states that emerging economies have a huge glut of savings and thus the U.S. necessarily must [...]

October 14, 2006 – When you look at satellite images of Africa at night, it is truly amazing. It’s beautiful yet eerie at the same time. The entire continent, with the exception of the coasts of Algeria, Tunisia, and Morocco, and the nations of Egypt and South Africa, is just about dark. Especially in contrast [...]

October 9, 2006 – While I still like certain individual Chinese stocks, I don’t particularly like the banking industry in China. This week, there has been enormous hype surrounding the largest IPO in history planned on October 27th by the Industrial and Commercial Bank of China, which plans to raise USD $22 billion. To gain [...]

October 5, 2006 – I know that I haven’t written enough about global markets especially since I can probably count the number of U.S. stocks I own on one hand, so to address this anomaly, I am going to write about international markets today. Most analysts when they speak of global economic output, measure output [...]

October 4, 2006 Soon, Japan will see a changing of the guard. Last week,on September 30th, popular Japanese Prime Minister Junichiro Koizumi stepped down after 5 ½ years and will be replaced with 51-year-old Chief Cabinet Secretary Shinzo Abe. Though there are many positives about the Japanese economy now, their large, looming national debt is [...]