Sign inRecent Commentaries tagged (asia)
Chris Wood: “The US will be the endgame”
In this video interview, Chris Wood, CLSA’s Asia strategist and author of the top “Greed & Fear” newsletter, shares his views on global markets with CNBC. Wood said: “My view is that there is an inevitable endgame as a result of all this massive spending of taxpayer money in the West and Japan...
AsiaInfo Holdings (ASIA) Upgraded to Conviction Buy at Goldman Sachs, Stocks Shoots Up 10%
One of our old Chinese holdings that for reasons unclear to me has suffered a bloodbath, AsiaInfo Holdings (ASIA) is up 10% in early trading on a Goldman Sachs upgrade.Goldman Sachs upgrades AsiaInfo Holdings (Nasdaq: ASIA) from Neutral to Buy and added the stock to their Conviction Buy list....
Bookkeeping: Selling AsiaInfo Holdings (ASIA) on the Open After Guidance Disappoints Street
I will be selling the last of our AsiaInfo Holdings (ASIA) on the open as the stock will be gapping down after tepid guidance. The price is irrelevant as we only kept about $1000 worth (0.05%) of exposure, simply to keep it on our sheets so we keep a closer eye on it. Quick history - we began...
Bookkeeping: Stop Loss for AsiaInfo Holdings (ASIA) Hits
I've been a bit wary of a yawning chasm in the chart of AsiaInfo Holdings (ASIA) that was created by the early December merger/buyout of/with a competitor [Dec 7, 2009: Top Holding AsiaInfo Holding Up 25% on Purchase of Linkage Technologies]. We were fortunate in that the stock was our largest...
The week ahead
The video clips below provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead. US: Growth in earnings Alcoa and Intel kick off the earnings season next week. Retail sales, CPI and the Fed’s Beige Book are also on...
Fund Performance Period 13
The mutual fund is now on schedule for a summer 2010 launch. If, after reading the blog content you might have an interest in participation, please consider reading why this blog exists.[Jan 2008: Reader Pledges Toward Mutual Fund Launch] [May 2008: Frequently Asked Questions] Our story in...
WSJ: Should Chinese Telecom Giant AsiaInfo Holding (ASIA) Seek Fund Raising for Growth?
Since the merger announcement last week with Linkage Technologies [Dec 7, 2009: Top Holding AsiaInfo Holding Up 25% on Purchase of Linkage Technologies], AsiaInfo Technologies (ASIA) has essentially given none of the huge surge back up. Looks like that gap will not be filled anytime soon with...
Bookkeeping: Weekly Changes to Fund Positions Year 3, Week 19
Year 3, Week 19 Major Position ChangesTo see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'.Cash: 80.7% (v 74.9% last week)23 long bias: 17.0% (v 20.6% last week) 3 short bias: 2.3% (v 4.5% last week) [includes 1 option position]26...
Mobius on leading emerging market regions
The paragraphs below come courtesy of Mark Mobius, emerging markets guru and executive chairman of Templeton Asset Management. Asia and Latin America are probably the most interesting emerging market areas in the world. This is not only because of their different cultures but also because their...
Top Holding AsiaInfo Holdings (ASIA) up 25% on Purchase of Competitor Linkage Technologies (BOSS)
Wow. Our top long position AsiaInfo Holdings (ASIA) is currently up 25% on a purchase / merger with competitor Linkage Technologies (BOSS). Linkage was set to go IPO this week - we spoke of both companies just last week. [Dec 1, 2009: IBD AsiaInfo Holdings China's 3G Conversion Boom Boosts...
IBD: AsiaInfo Holdings (ASIA) China's 3G Conversion Boom Boosts Telecom Software Firm's Holdings; Competitor Linkage Technologies (BOSS) to IPO Next Week
As we... and every computer on Earth, awaits the next breakout attempt over S&P 1112 let's look at one of our holdings, as well as a potentially interesting IPO in the same space. Like almost all our stocks, AsiaInfo Holdings (ASIA) has just been range bound for much of the past month - however...
HKEx Derivatives Market Transaction Survey Finds Strong Local And Overseas Investor Support For The Market
Hong Kong Exchanges and Clearing Limited’s (HKEx) Derivatives Market Transaction Survey 2008/09 (covering the period from July 2008 to June 2009) found that Exchange Participants’ (EPs) principal trading supported half of the trading in HKEx’s derivatives (futures and options) market and the...
Stephen Roach: Preparing for the next Asia
Asia has proven comparatively resilient against the current downturn, but hurdles still lie ahead. In order to maintain robust growth rates in the face of weak US demand, the region’s dynamic economies must stoke domestic consumption and embrace environmentally sustainable development policies....
The week ahead
The video clips below provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead. US: Retail results, economy in focus Retailers including Home Depot and Target will report results and key economic data will include...
Bullish Breakouts on BIG Volume: November 9, 2009 & ASIA Detailed Option Trade
Here is a list of stocks which traded higher Monday November 9, 2009 on unusually higher volume. I will keep an eye on these stocks Tuesday to see if there is continued buying pushing the stocks higher. This method is just one of the ways I use to pick stocks to structure particular option...
