emergingmarketbubble.blogspot.com

chinabubble.blogspot.com

China Bubble: REPORT: PWC Issues and Risks for FDI

http://chinabubble.blogspot.com/2005/03/report-pwc-issues-and-risks-for-fdi.html

Friday, March 25, 2005. REPORT: PWC Issues and Risks for FDI. Posted by carlhaacke at 3:28 PM. REPORT: PriceWaterhouseCoopers Survey About Doing . RESOURCES (click for more).

chinabubble.blogspot.com

China Bubble: Overvaluation

http://chinabubble.blogspot.com/2005/03/overvaluation.html

Tuesday, March 01, 2005. Bubbles also great overvaluation of all companies, Time Bombs, Copy-cats, as well as great companies that are poised for growth. Think Cisco, Intel, Amazon, Yahoo during the Internet bubble. All great companies. All will continue to be great companies. All were overvalued. Posted by carlhaacke at 1:04 PM. RESOURCES (click for more).

chinabubble.blogspot.com

China Bubble: Foriegn Direct Investment

http://chinabubble.blogspot.com/2005/02/foriegn-direct-investment.html

Wednesday, February 09, 2005. Many companies around the world are desperate to get into China either because they offer cheap labor costs, a seemingly huge local consumer market, or increasingly more sophisticate R&D and other scientific benefits. Posted by carlhaacke at 7:51 AM. RESOURCES (click for more).

chinabubble.blogspot.com

China Bubble: Overbuilding

http://chinabubble.blogspot.com/2005/03/overbuilding.html

Tuesday, March 01, 2005. One of the classic symptoms of bubbles is overbuilding in key areas. For example, too many online pets supplies companies during the Internet bubble, too many disk drives companies during the PC bubble. China is no exception. Certanily there is too much building in Shanghai real estate. Reports are that foriegn auto makers are overbuilding capacity with exaggerated expectation of consumer adoption of cars. What else? Please provides great stories, data, info on overbuilding:.

hedgefundbubble.blogspot.com

Hedge Fund Bubble: Great Source for Academic Papers

http://hedgefundbubble.blogspot.com/2005/03/great-source-for-academic-papers.html

Thursday, March 03, 2005. Great Source for Academic Papers. Hedge Fund Research Initiative. The Yale ICF hedge fund research initiative is a program to actively investigate hedge funds as an asset class and the range of issues related to their management. The current research agenda includes:. Posted by carlhaacke at 8:52 AM. Bill Grosss Take: Good salesmen know- If you can. The Big Dangerous Bet. good warning from The Eco. RESOURCES (click for more).

privateequitybubble.blogspot.com

Private Equity Bubble: NEWS: Private Equity Is Backing More IPOs

http://privateequitybubble.blogspot.com/2005/03/news-private-equity-is-backing-more.html

Monday, March 28, 2005. NEWS: Private Equity Is Backing More IPOs. By LYNN COWAN DOW JONES NEWSWIRESMarch 28, 2005; Page C4. Back in the halcyon days of the Internet-stock boom, it was a safe bet that venture capitalists were behind many of the IPOs coming to market. Posted by carlhaacke at 12:21 PM. Economist: Private Equity New King of Capitalism. RESOURCES (click for more).

privateequitybubble.blogspot.com

Private Equity Bubble: NEWS: WSJ- Carlyle's $10 Billion Fund

http://privateequitybubble.blogspot.com/2005/03/news-wsj-carlyles-10-billion-fund.html

Tuesday, March 29, 2005. NEWS: WSJ- Carlyle's $10 Billion Fund. The private-equity industry has its first $10 Billion Man: Carlyle Group. The Washington, D.C.-based fund that invests in corporate buyouts today will take the wraps off its newest funds, having raised $7.85 billion for making U.S. investments and an additional $2.2 billion for European purchases, according to Carlyle officials. The U.S. fund is the largest buyout fund ever raised. Posted by carlhaacke at 4:34 AM. RESOURCES (click for more).

chinabubble.blogspot.com

China Bubble: NEWS: Real Estate Bubble in China

http://chinabubble.blogspot.com/2005/03/news-real-estate-bubble-in-china.html

Monday, March 28, 2005. NEWS: Real Estate Bubble in China. BEIJING - China's real estate market seemed to have got into an unrelenting price spiral in 2004 as the central government issued a series of policies to cool down the sector but housing prices continued to rise throughout the year. This surprising double-digit year-on-year growth may have delighted developers, but made experts fear a market bubble. There is still no definite answer. Another macro-policy was issued late October, as the central ba...

hedgefundbubble.blogspot.com

Hedge Fund Bubble: Watch Out For Misleading Track Record and Declining Returns

http://hedgefundbubble.blogspot.com/2005/03/watch-out-for-misleading-track-record.html

Friday, March 25, 2005. Watch Out For Misleading Track Record and Declining Returns. Myths and Realities Report, Bernstein Wealth Management:. The average hedge fund broke even in 2001. Over half the top quartile funds in 1999 dropped to the bottom quartile in 2000. Profit potential is declining dramatically. High fees and tax inefficiencies of fund of funds make them bad investments. Posted by carlhaacke at 11:58 AM. Investors need to become much more sceptical about. Great Source for Academic Papers.

chinabubble.blogspot.com

China Bubble: REPORT: BCG "China: The Pursuit of Competitive Advantage and Profitable Growth"

http://chinabubble.blogspot.com/2005/03/report-bcg-china-pursuit-of.html

Friday, March 25, 2005. REPORT: BCG "China: The Pursuit of Competitive Advantage and Profitable Growth". By Jim Hemerling, Hubert Hsu, David C. Michael, John Wong. July 7, 2003. Posted by carlhaacke at 3:32 PM. REPORT: BCG China and the New Rules for Global Bu. REPORT: PWC Issues and Risks for FDI. REPORT: PriceWaterhouseCoopers Survey About Doing . RESOURCES (click for more).