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 […]
China has recently been in the news over Internet Espionage on defense and sensitive installations in India and USA. This has led to the high profile exit of Google from China.Recently a Canadian research organization revealed/alleged how Chinese govt backed hackers had broken into Indian embassy and government computers.This has made the Indian government wary […]
Recent newsflow from China suggest that the country’s real estate market is poised for a sharp slowdown and the heavily controlled financial sector is sitting on huge piles of NPAs which are as yet undeclared.While I don’t think a crash will happen in China , I feel more certain that the stellar growth in China […]
One of my pet theories is that they we see a lot of distortions and oppurtunities for arbitrage is because labor is not globalized while capital and trade are . When capital and goods/services with some restrictions can move freely around the globe , there are innumerable restrictions on movement of labor leading to outsourcing. […]