http://www.inveslogic.com/latest China Sector - Latest Blog Articles at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=latest&cid=32 Well. That wasn't pleasant. The market (as measured by the S&P500)extended its losses for the year, down about 3% for Q208. We are now at1280 in the S&P500, roughly the same level as January 2006. A10,000 foot view of the market isn't encouraging....... http://www.inveslogic.com/sectors/directory/etf-investor/1105257?rsstype=latest&cid=32 Wed, 02 Jul 2008 06:34:22 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1105234?rsstype=latest&cid=32 Renhuang Pharmaceuticals, Inc. (RHGP.OB) reported that its wholly-owned Traditional Chinese Medicine Extract and Innovation Laboratory was recognized as a Key Laboratory by the Science and Technology Institute of Heilongjiang. Renhuang s labo... http://www.inveslogic.com/sectors/directory/china-stock-blog/1105234?rsstype=latest&cid=32 Wed, 02 Jul 2008 05:25:30 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1105235?rsstype=latest&cid=32 In February 2007, the IPO from 3SBio (NSDQ: SSRX) made a big splash on Nasdaq. It was the first of the major China biopharma IPOs, and it was well-received at a time when the IPOs from US-based biopharmas were being met with investors reaction... http://www.inveslogic.com/sectors/directory/china-stock-blog/1105235?rsstype=latest&cid=32 Wed, 02 Jul 2008 05:20:37 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1105236?rsstype=latest&cid=32 Certain recent developments in conjunction with prevailing global economic trends appear sufficiently serious to warrant a current economic assessment of the People s Republic of China [PRC] and a review of China s sovereign credit risk. U.S. ECO... http://www.inveslogic.com/sectors/directory/china-stock-blog/1105236?rsstype=latest&cid=32 Wed, 02 Jul 2008 02:59:29 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1105237?rsstype=latest&cid=32 The following is excerpted from IRG's weekly stock report: ... http://www.inveslogic.com/sectors/directory/china-stock-blog/1105237?rsstype=latest&cid=32 Tue, 01 Jul 2008 23:55:44 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104601?rsstype=latest&cid=32 On the heels of a follow-up report by the Security Industry Association (which very conservatively projects Chinese security industry spending by 30% to $11 billion in 2008), we have contacted three independent sources just back from viewing Chinese ... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104601?rsstype=latest&cid=32 Tue, 01 Jul 2008 14:01:00 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1104750?rsstype=latest&cid=32 On the heels of a follow-up report by the Security Industry Association (which very conservatively projects Chinese security industry spending by 30% to $11 billion in 2008), we have contacted three independent sources just back from viewing Chinese ... http://www.inveslogic.com/sectors/directory/etf-investor/1104750?rsstype=latest&cid=32 Tue, 01 Jul 2008 14:01:00 -0400 http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104952?rsstype=latest&cid=32 On the heels of a follow-up report by the Security Industry Association (which very conservatively projects Chinese security industry spending by 30% to $11 billion in 2008), we have contacted three independent sources just back from viewing Chinese ... http://www.inveslogic.com/sectors/directory/internet-stock-blog/1104952?rsstype=latest&cid=32 Tue, 01 Jul 2008 14:01:00 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104602?rsstype=latest&cid=32 Tongjitang Chinese Medicines Company (NYSE: TCM) reported that the offer to buy the company has been withdrawn. The offer was made by Tongjitang s Chairman and CEO, Mr. Xiaochun Wang, and a director, Mr. Yongcun Chen, who proposed buying the compan... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104602?rsstype=latest&cid=32 Tue, 01 Jul 2008 02:35:31 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104603?rsstype=latest&cid=32 NovaMed will sell and promote six anti-tumor drugs in China for Pfizer China, a subsidiary of big pharma company Pfizer Inc. (NYSE: PFE). The contract began in June 2008. Pfizer China projects that the out-sourcing will increase its coverage ratio i... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104603?rsstype=latest&cid=32 Tue, 01 Jul 2008 02:32:10 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104605?rsstype=latest&cid=32 I'm trying to build a 3 position basket of alternative energy (non-solar) names. I started this basket with a small stake in American Superconductor (AMSC) which I actually added a bit to here as it pulls back to $36 and fills a gap from June 9th.... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104605?rsstype=latest&cid=32 Mon, 30 Jun 2008 20:41:42 -0400 http://www.inveslogic.com/sectors/directory/asia-business-intelligence/1104457?rsstype=latest&cid=32 ... http://www.inveslogic.com/sectors/directory/asia-business-intelligence/1104457?rsstype=latest&cid=32 Mon, 30 Jun 2008 14:14:17 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104606?rsstype=latest&cid=32 Over the weekend, the big news was that a Chinese investment manager won the bidding to have lunch with Warren Buffet. Considering that the winner of the lunch last year got the chance with a bid of $650,000, it is rather mind-boggling that a year l... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104606?rsstype=latest&cid=32 Mon, 30 Jun 2008 10:46:43 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104607?rsstype=latest&cid=32 Before I talk about the banking system I just want to mention a quick story. After the 18% hike in fuel prices last week I wondered how taxi cabs in the major cities would fare obviously fuel is a major component of their running costs. My un... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104607?rsstype=latest&cid=32 Mon, 30 Jun 2008 10:16:09 -0400 http://www.inveslogic.com/sectors/directory/big-picture/1104502?rsstype=latest&cid=32 China's subsidized fuel prices worked miracles in the past, but because they hurt energy stocks, they are now a major policy concern. click for video Related:For Chinese, the Reality of Higher Gas Prices JIMMY WANGNYT, June 21, 2008http:/... http://www.inveslogic.com/sectors/directory/big-picture/1104502?rsstype=latest&cid=32 Mon, 30 Jun 2008 03:30:00 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104608?rsstype=latest&cid=32 Last week witnessed the formation of an unusually high number of partnerships between biomedical companies, one of them China-based, the other(s) not. That should come as no particular surprise to readers of ChinaBio Today. Given the strong lure of p... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104608?rsstype=latest&cid=32 Sun, 29 Jun 2008 10:09:14 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104609?rsstype=latest&cid=32 Ouch! Just as the stock markets seemed to be gaining some short-term confidence, the knock-out combination of bad markets in the rest of the world and more fears of domestic interest-rate hikes (especially the latter) slammed China s stock market... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104609?rsstype=latest&cid=32 Fri, 27 Jun 2008 12:10:00 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104610?rsstype=latest&cid=32 With China 3C Group's (CHCG.OB) announcement this week that it has partnered up with major Chinese appliance retailer Yongle to open new stores-within-stores, the company is finally in reach of its long stated goal of having 1000 stores. This is a ma... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104610?rsstype=latest&cid=32 Fri, 27 Jun 2008 04:21:22 -0400 http://www.inveslogic.com/sectors/directory/china-stock-blog/1104611?rsstype=latest&cid=32 For most of us the purpose of traveling to a developing country is to get the frisson of authenticity that we can t get at home, and it annoys us no end when locals don t play their roles correctly. Last week at my friend s wedding in Koh Sam... http://www.inveslogic.com/sectors/directory/china-stock-blog/1104611?rsstype=latest&cid=32 Thu, 26 Jun 2008 14:54:32 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1104140?rsstype=latest&cid=32 We commonly hear that the reason oil prices have risen is rapid demand growth in developing countries, particularly China and India. But the decline of mature oil fields throughout the world is a much greater source of demand for new oil supplies t... http://www.inveslogic.com/sectors/directory/etf-investor/1104140?rsstype=latest&cid=32 Thu, 26 Jun 2008 10:35:35 -0400