Fidelity'sWilsonWonghighlightsGreaterChina'spluses
ByRitaRaagasDeRamos|13May2009ThefundamentalgrowthstoryinChinaremainsintactdespiteaslowdowninoverallgrowth,hesays.GreaterChinamarketscontinuetoshowrelativelyattractivemarketvaluationsforinvestorsdespitestronggainsinrecentsessions,accordingtoWilsonWong,FidelityInternational'sspecialistwhenitcomestoinvestingintheregion."Whileitislikelythatwe...[閱讀全文]
子夜讀書心筆
寫日記的另一層妙用，就是一天辛苦下來，夜深人靜，借境調心，景與心會。有了這種時時靜悟的簡靜心態， 才有了對生活的敬重。
博文
(2009-05-14 01:16:34)
(2009-05-14 01:06:42)
Japan'soppositionpartysaysitwouldrefusetobuyAmericangovernmentbondsdenominatedinUSdollars,ifelected.ThechieffinancespokesmanoftheDemocraticPartyofJapan,MasaharuNakagawa,toldtheBBChewasworriedaboutthefuturevalueofthedollar.JapanhasbeenamajorbuyerofUSgovernmentbonds,helpingtheUSfinanceitsFederalbudgetdeficits.But,headded,itwouldcontinuetobuybondsonlyiftheyweredenominatedinyen-theso-calledsamura...[閱讀全文]
(2009-05-14 01:05:42)
America’stripleAratingisatrisk
ByDavidWalkerPublished:May12200920:06|Lastupdated:May12200920:06Longbeforethecurrentfinancialcrisis,nearlytwoyearsago,alittle-noticedclouddarkenedthehorizonfortheUSgovernment.Itwasignored.Butnowthatshadow,intheformofawarningfromatopcreditratingagencythatthenationriskedlosingitstripleAratingifitdidnotstartputtingitsfinancesinorder,iscomingbacktohauntus.Thatw...[閱讀全文]
(2009-05-14 00:49:29)
【機構動向】王亞偉首季持倉全記錄新亮相17家公司涉及麵廣(附股)據統計，今年一季度末，王亞偉所掌管的華夏大盤)和華夏策略共出現在31家公司的前十大流通股股東名單中，其中新亮相的有17家，包括昨日漲停的中航精機(002013)和不久前被暫停上市的*ST昌河等等(見附表)，涉及的行業包括房地產、化工、白酒、塑料製造、新能源、基建、燈具等，涉及地域也非常廣泛，且有些[閱讀全文]
(2009-05-14 00:14:29)
FT:Solvencyconcernsswirlaroundbondinsurers
Threeweeksago,WellsFargofiledanoticethatithadfailedtoreceive$5.5mofinsurancepayments.Paymentfailuresare,ofcourse,anincreasinglycommonfeatureinthedebtmarketsandthisamountisrelativelysmall.Thisonewassignificant,though,becausetheoffendingpartywasabondinsurer.Manyofthebiggestbondinsurers,suchasAmbacFinancialandMBIA,havestoppedwritingnewbusinessaftert...[閱讀全文]
(2009-05-13 23:48:18)
IstheMarketataTurningPoint?byDavidI.Templeton
OnMarch9thmanyinvestorsweregladtobeholdingsizablecashbalancesintheirinvestmentportfoliowhentheS&P500Indexhitanintradaylowof676.SincethattimetheS&Phasmovedhigherbynearly36%.Nowinvestorsarelamentingthefacttheyareholdingcashthatisearningverylittleinterest.Keepinmind,theFed'sgoalistogetinvestorstomoveoutofcashintomoreriskyinvestments.
(2009-05-13 21:01:12)
【業界觀點】銀河證券∶經濟基本麵“觸底而不反彈”藍籌泡沫或膨脹銀河證券研究所所長滕泰發布最新報告，從一季度數據看，我國經濟運行出現了企穩回升的跡象，但如果沒有一攬子刺激措施，經濟要比實際情況差。從4月份公布的數據看，二季度宏觀經濟運行可能並沒有市場預測的那麽樂觀，經濟基本麵“觸底而不反彈。當然，盡管經濟複蘇速度有可能低於預期，但貨幣[閱讀全文]
(2009-05-13 19:52:47)
前半生不猶豫與後半生不後悔Especiallytrueformarriagebeforeandafter.印度有一位知名的哲學家，天生一股特殊的文人氣質，不知迷死多少女人。某天，一個女子來敲他的門她說：「讓我作你的妻子吧！錯過我，你將再也找不到比我更愛你的女人了。」哲學家雖然也很中意她，但仍回答說：「讓我考慮考慮。」事後，哲學家用他一貫研究學問的精神，將結婚和不結婚的好、壞所在，分別[閱讀全文]
(2009-05-13 19:06:37)
TradingDiary(May14,2009)---GreenShootsNeedFertilizerUSequitiesturnweakerforathirddaywithS&P-2.7%,afterretailsalesdatamissedexpectations,alongwithconcernsaboutgovteffortstorevampcompensationinWallStreet.Financials(-5.2%)continuetoleadthesellingalongwithmaterials(-4.48%)andindustrials(-4.02%).Itlookslikethe“GreenShoots”needsomefertilizers,asmacroAprilhavebeendreadfulwiththe2ndderivativeturning...[閱讀全文]
(2009-05-12 21:06:22)
是"天堂"更是"地獄"：走進迪拜黑暗的背後(組圖)譯言
迪拜是富人的天堂也是外地勞動力以及破產者的地獄，是窮苦外來工的汗水建造了迪拜這座中東香格裏拉。迪拜是一個活生生的金屬寓言：新自由主義全球化的世界最後可能會崩潰，成為曆史塵埃。迪拜本來是中東的香格裏拉，是一座紀念阿拉伯企業和西方資本主義完美結合的耀眼豐碑。但是，隨著經濟危[閱讀全文]
