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).
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).
emergingmarketbubble.blogspot.com
Emerging Market Bubble: REPORT: Morgan Stanley- Global: The Sure-Thing Syndrome
http://emergingmarketbubble.blogspot.com/2005/03/report-morgan-stanley-global-sure.html
Friday, March 25, 2005. REPORT: Morgan Stanley- Global: The Sure-Thing Syndrome. Posted by carlhaacke at 3:40 PM. RESOURCES (click for more).
hedgefundbubble.blogspot.com
Hedge Fund Bubble: February 2005
http://hedgefundbubble.blogspot.com/2005_02_01_archive.html
Friday, February 11, 2005. Like so many bubbles, the hedge fund bubble is further fueled by bad numbers. The telco/dot.com bubble had accounting gimmicks and stock analysts who provided poor and misleading market information. The hedge fund bubble is fuel by statistical biases in the index the inflate returns:. Fri Feb 11, 2005 07:33 AM ET By Steve Hays. But Malkiel said the freewheeling nature of the hedge fund business, with their freedom to choose whether to report performance results and which number...
