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TMFMmbop (36.05)

December 2009

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China's Top 10 Crackdowns of 2009

December 30, 2009 – Comments (1)

This is a worthy list from the folks at China Daily -- one that includes both porn, mobile porn, and people wearing pajamas. Good stuff.

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Why I would have punched Raj Rajaratnam in the face

December 29, 2009 – Comments (4)

Anybody read the WSJ cover story on Galleon's Raj Rajaratnam this morning? It's a fascinating look at how he leveraged his Indian background to established a network of contacts that would then pass on inside information about tech stocks.   [more]

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Recommended Reading

December 28, 2009 – Comments (0)

Our crack interviewer J-Scho chatted today with PIMCO's Mohammed El-Erian. I'm a big believer in the "new normal" and believe that El-Erian's advice to get more global exposure is something all investors need to heed. I love the concept of the multispeed global economy that he shares in the link:   [more]

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Soooo is the US economy growing at all?

December 22, 2009 – Comments (5)

The hot story this morning was that the Department of Commerce revised our Q3 GDP growth number down to 2.2%. Here's the full scoop from the WSJ.  [more]

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Keys to Investing in Emerging Markets

December 18, 2009 – Comments (3)

I just posted this on our Global Gains boards, but I thought I'd share it here as well. Chinese stocks are sliding on the feat that they got overpriced...and they may very well be. But we all knew going in that emerging markets stocks are/were going to be valuable. How do we handle that? With these four core principles:  [more]

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Photo Highlights and Insights From India

December 17, 2009 – Comments (11)

The photo montage from China proved popular, so here's your inside look at the recent Global Gains research trip to India...  [more]

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Anthony Bolton Coming Out of Retirement

December 17, 2009 – Comments (5)

This is a bit of an old story, but it broke while I was in India and it's, I think, been underreported. But Anthony Bolton, the Fidelity Special Situations Fund manager who earned nearly 20% annually over a 29-year career, is coming out of retirement to launch a China-focused investment fund in 2010. He gave his reasons for doing so in a recent Financial Times editorial. Among them:  [more]

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China Getting Even Tougher On Porn

December 16, 2009 – Comments (0)

You may not have thought it was possible, but the WSJ reports that PRC authorities are stepping up their war on porn:  [more]

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Currency Traders Wake Up

December 15, 2009 – Comments (3)

The weak dollar makes sense, but the strong euro?  [more]

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Wink Wink Nudge Nudge

December 11, 2009 – Comments (3)

There are some bright spots to News Corp's ownership of the WSJ. For example, I love the subtext to the front page headline: Madoff Makes Friends in Prison



Yes, I bet he's very popular.

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Which comes first: Taxes or declining growth?

December 10, 2009 – Comments (13)

Dan Henninger with a fair point in his WSJ column today:

At the jobs summit, Mr. Obama said "I want to hear from CEOs what's holding back our business investment." Really?   [more]

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Yes, it is a crap rally

December 10, 2009 – Comments (2)

Just received these interesting findings from the folks at Hayden International:

1. Companies with both a high and stable ROE are trading at 15x forward earnings while companies with both a low and volatile ROE are trading at 26x forward earnings.  [more]

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Sorry for the slowness

December 09, 2009 – Comments (0)

i just wanted to apologize for the dearth of posts this past week. Obviously, we've been pretty busy with meetings, writing, and research in India, and I hope you're enjoying the dispatches.

That said, we're wrapping up our India trip soon so look for the blog to be back to normal next week. In the meantime, enjoy the good times.

  [more]

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An Enterprising Entrepreneur

December 06, 2009 – Comments (1)

To make up for that lost post, here's a picture of the guy who monopolizes the merry-go-round business on Marina Beach in Chennai. Yeah, those are plastic trucks...

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This is how we roll

December 06, 2009 – Comments (2)

You can probably figure it from the last two posts, but I love the motorized rickshaw and the crazies who drive them. It'd be like the US letting go-karts loose on the road. Stuff like this is just fun (although this guy today did overcharge us):

  [more]

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The World's Best Bargain?

December 02, 2009 – Comments (1)



I'm not sure there's a better deal anywhere than the motorized rickshaw. This guy charged us $0.90 to take us five miles and threw in the thrills of open air travel and weaving in and out of heavy city traffic all for free!

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Embarrassing Moments in Global Gains

December 01, 2009 – Comments (4)

Here we are in Delhi and Nathan orders a sandwich and a strawberry shake. Nice pink drink, kid. :-)

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