The sharp appreciation of the yuan against the Euro and the other currencies would make China think of depreciating the yuan against the dollar rather than expectations of appreciation by most non-Chinese Countries.The 15% Euro depreciation due to the Greek Contagion has had a devastating effect on low margin Chinese companies which run on paper […]

The Euro’s rapid 15% decline against the Euro has had an important side effect against the Yuan which is pegged to the dollar.While currencies around the world are depreciating against the dollar due to “safe haven” trade,the yuan remains immune,due to its peg to the dollar.Europe is China’s biggest export market throwing a number of […]

Technology has consolidated around 5-10 big players around the world who are gobbling up smaller companies and using their huge cash hoards to outspend the competition.Nothing reflects this better than Samsung’s massive capital spending plan this year.With a dominant share in the memory and LCD markets , Samsung with its huge capex spend this year […]

China is recognized as the manufacturing hub of the world due to its low cost of labor and capital coupled with the  pro industry policies of the government.These advantages are now being leveraged by the country to establish leadership in Green Energy which many recognize as the next Big Industry . Despite rhetoric from Obama […]

Europe’s $970 Billion Bazooka yesterday certainly led to a “defeat” of the “speculators” yesterday as major European markets climbed by 5% while smaller ones climbed by 9-11%.Even the Asian and American markets rallied strongly in sympathy.However the Euro has fallen back sharply  to 1.27 after rallying to more than 1.3 as people are still concerned […]

Samsung has started taking baby steps into the green business while signaling big intentions about growth and investment.The Company sees most of the future growth to be driven by clean technology,while noting that some the areas where it is dominant in might not exist at all in the future.It  already has existing small business lines […]