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July 2010



Shop till You Drop in HK

July 16, 2010 – Comments (1)

The streets of Hong Kong are packed with shoppers. It doesn’t matter if you’re in Times Square near the flagship stores for luxury brands or in Mong Kok where some of the smaller, more local shops are located, shoppers are out in full force.  [more]



Is 85 Degrees Too Hot for Starbucks in China?

July 13, 2010 – Comments (3) | RELATED TICKERS: SBUX

Today in Shenzhen while out getting a feeling for what is in the neighborhood around the hotel, I stumbled upon an 85 Degrees Café and Bakery. I had heard about 85 Degrees in the past, but since the only US store I’m aware of is in California I hadn’t actually seen one.  I stopped in to have a look and I was impressed. I must admit, though, that I haven't tried the coffee yet.   [more]



Tracking the Chinese Consumer

July 11, 2010 – Comments (0) | RELATED TICKERS: KO , CHL

If you’ve read Tim Clissold’s excellent book, Mr. China, you know that he and his team of investors bypassed investments in consumer staples such as beverages and household cleaners, because they wanted businesses that could go national quickly. Outside of beer they only saw consumer brands with regional strength in China, and no clear indication of which could be injected with capital and grown into national powers.   [more]



One Reason Some Chinese Companies Aren’t Listed in China

July 08, 2010 – Comments (6) | RELATED TICKERS: CHL , PTR , YONG.DL

Some Chinese companies have listings in the U.S. and China. The big state owned firms like PetroChina and China Mobile come to mind as examples, but many of the small caps only trade in the US.   [more]



China’s Property Market Collapsing?

July 08, 2010 – Comments (3)

Harvard’s Ken Rogoff recently said China’s property collapse has started and that it is going to hit the banking system.  Maybe that’s why Bank of China and now ICBC are raising capital in rights offerings. But a real estate focused company we met with earlier today thinks otherwise. They still see short-term funding available from banks and aren’t yet concerned.   [more]



What's Hot and Not in China

July 06, 2010 – Comments (0)

It’s been over 100 degrees in Beijing and according to Bloomberg it’s deadly hot:  [more]