cleverzone.wordpress.com
Tibet and Olympic Games | Cleverzone's Weblog
https://cleverzone.wordpress.com/2008/04/12/tibet-and-olympic-games
Just another WordPress.com weblog. Laquo; Tibet: The Truth (oppression, monks, nuns… you’re wrong). Dalai Lama urges France to free Corsica. Tibet and Olympic Games. Http:/ search.japantimes.co.jp/cgi-bin/eo20080321gc.html. Friday, March 21, 2008. Tibet and Olympic Games. Hypocrisy taints most of the other accusations against Beijing. Take Darfur, for example. Beijing is criticized for weapons sales to a Sudanese government guilty of assisting attacks on defenseless villagers, and refusing to int...As fo...
thechinadesk.wordpress.com
Links | The China Desk
https://thechinadesk.wordpress.com/links
中國紅 無為而治 . 世界大同 . individual sovereignty . universal harmony. CROSS STRAITS AND SINO-AMERICAN RELATIONS. Americans Against World Empire, China Archive. America, a Beacon, not a Policeman. Http:/ www.againstbombing.org/chinaarchive.htm. Gregory Clark Japan Website. Former Australian diplomat, vice president of Akita International University, and a bona fide expert on East Asian affairs. Http:/ www.gregoryclark.net/. Iris Chang – the official home page of Iris Chang. Http:/ www.irischang.net/. I know of no...
reve-fm.blogspot.com
Review of Japan and Asian Equities: Topix Scoreboard: Investing in Crisis
http://reve-fm.blogspot.com/2009/03/topix-scoreboard-investing-in-crisis.html
Samedi 21 mars 2009. Topix Scoreboard: Investing in Crisis. Written on Jan-14, 2009. Topix Scoreboard: Investing in Crisis. A dilemma in current investing conditions is that financial assets are facing two conflicting forces: a stream of ugly economic data that does not show any signs of abating versus (and as a result) a compelling equity valuation on large segments of the market. Table 1- Topix scoreboard. Firstly, the sectors that have been the most resilient in terms of earnings have also been the ou...
reve-fm.blogspot.com
Review of Japan and Asian Equities: Don't forget to look at the markets in August 2009
http://reve-fm.blogspot.com/2008/08/dont-forget-to-look-at-markets-in.html
Lundi 4 août 2008. Don't forget to look at the markets in August 2009. Still more healthy would be not to read newspapers, ignore the newsflows and look at the fact. So what facts do we have? Oil is getting cheaper. I would see this as good news for markets as it obviously reduces the risk of inflation/stagflation. However merchants of doom are telling us that lower oil price. What are the interesting themes for the coming months? I would identify the followings. Is the Asian outperformance to resume?
thevoiceofeurope.blogspot.com
The Voice of Europe: Serbia owed justice in Kosovo
http://thevoiceofeurope.blogspot.com/2007/07/serbia-owed-justice-in-kosovo.html
The Voice of Europe. The notes of Tomáš Ruta, a Czech and a European in Yorkshire. Serbia owed justice in Kosovo. The article "Serbia owed justice in Kosovo". On Monday. I could not possibly agree more with the writer: Serbs are no villains and Kosovo should remain Serbian. Here are some good points made by Gregory Clark. The author; but if you can, try to read the whole thing. 1) 1 million of Serbs were killed by the Croats and Bosnian Muslims, who sided with the Nazis, in WWII. Another Asian paper,.
reve-fm.blogspot.com
Review of Japan and Asian Equities
http://reve-fm.blogspot.com/2007/12/systematic-approach-of-japanese-market.html
Dimanche 2 décembre 2007. A systematic approach of the Japanese market. I have designed eight simple systematic strategies, which can be split between three families (i) The value family. The Low PE, low PEG, low PBV and High Div Yield are based on valuation (i.e. exogenous) factors (ii) The momentum family. The momentum, the bottom-fishing and the low volatility strategies are based on endogenous factors (i.e. price and volatility) (iii) The monkey family. Looking into more details. The Low PBV strategy...
reve-fm.blogspot.com
Review of Japan and Asian Equities
http://reve-fm.blogspot.com/2007/12/following-comments-summarise-view-of-jp.html
Mardi 18 décembre 2007. The following comments summarise the view of JP Morgan Asian Research on equity markets. The view is globally bullish. In addition to those comments, I attach a table that attempts to make a synthesis of several criteria lilkely to impact the equity markets. Those can be ranked six into categories. I) the momentum, based on what happened in 2007: China, HK, India and Indonesia have been the best performer. V) macro: growth is globally a positive elements for most emerging economie...
reve-fm.blogspot.com
Review of Japan and Asian Equities: Won, Earnings expectations and the Japan/Korea relative trade
http://reve-fm.blogspot.com/2009/03/won-earnings-expectations-and.html
Samedi 21 mars 2009. Won, Earnings expectations and the Japan/Korea relative trade. Written on March-19, 2009. Won, Earnings expectations and the Japan/Korea relative trade. Long Japan/Short Korean industrials. The appendix at the end of the mail shows the % of decline of Japan main trading partners since last July. Korea, on the other hand, while in a deep recession, continue to benefit from a widening current account surplus. 6M change in exports over the last 20y (JPY bn). A reversal in the JPY trend ...