Reading Time: 2 minutes K-touch (Tianyu 天宇or天语, benephon), a Chinese Shanzhaiji maker a few years ago, reached the top spot in domestic brands (in terms of sales). It sold 17 million handsets last year, beating all the big boys (Ningbo Bird, Xiameng Amoi, Lenovo Handset), and plans to sell 30 millions this year. Recently it also raised 530 m

Reading Time: < 1 minute Hillarious yet educational 🙂 See more my stuff @google.

Reading Time: < 1 minute We only need two, according to Buffett, at 2008 shareholder Q&A session (transcript at GuruFocus). Note Q5, WB answer, he noted the following two courses: 1) how to value a business; 2) how to think about stock market fluctuations. I think the first one is obvious, all the accounting, financial and quantitative skills. The second,

Reading Time: 2 minutes When I say a mutual fund manager, what kind of personality (impression) appears in your mind? A guy or a lady in his/her 40s, with financial education, 10 years or more experience in investment field… This is not the case in China. Due to the boom of China stock market in recent years, and the

Reading Time: < 1 minute Don’t know exactly when I learned about Tim, most likely the Bush-Gore 2000 election. But I do remember watching Tim at Meet the Press on Sunday mornings after that. (source: CNET) The thing I like about Tim Russert is: he always asks intelligent questions, provide objective information for the audience to consume, not personal views;

Reading Time: < 1 minute Yesterday I watched the Russia Netherland game. It was great. Russia has a young and energetic team, and they have lots of oppertunities. Guess who is Neatherland coach? My hero (20 years back) Dutch soccer star Van Basten! (van Basten legendary goal in European Championship in 1988?). TV schedule here. It is the first time

Reading Time: 2 minutes Let me put up the negatives (risk, downside) first. If it still stands after all the beatings, it may work out eventually. We all know semi-conductor is a tough business, and as you may know making cell phone is a cutting throat competitive business in China. Negatives SpreadTrum (Nasdaq:SPRD) supplies chips to domestic cell phone

Reading Time: < 1 minute I am a tech guy, and not surprisingly I like Google. A while ago I found this gseeker blog which talks extensively about Google products in Chinese. Although I shifted my interest to finance in recent years, I read gseeker almost everyday, and it was like a friend to me. Now this relationship comes to

Reading Time: < 1 minute Fundamentals The common census is China economy growth will slow down significantly, due to the slow down from export (trouble in US economy); rising inflation (food, oil etc.) The rights of minority shareholders are also not protected as well as mature market, because in some cases the management cooked up the accounting books, and get

Reading Time: < 1 minute It seems the market is not the only thing that is testing our mind/heart/nerve/will, the midwest flood has also caused substantial demage to WI, IA, IL and the Show Me state. Couple days ago the levee at Hanibal broke. Don’t know if the Mark Twain museum there has been demaged?