Fidelity'sWilsonWonghighlightsGreaterChina'spluses
ByRitaRaagasDeRamos|13May2009ThefundamentalgrowthstoryinChinaremainsintactdespiteaslowdowninoverallgrowth,hesays.GreaterChinamarketscontinuetoshowrelativelyattractivemarketvaluationsforinvestorsdespitestronggainsinrecentsessions,accordingtoWilsonWong,FidelityInternational'sspecialistwhenitcomestoinvestingintheregion."Whileitislikelythatwe...[阅读全文]
子夜读书心筆
写日记的另一层妙用，就是一天辛苦下来，夜深人静，借境调心，景与心会。有了这种时时静悟的简静心态， 才有了对生活的敬重。
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...[阅读全文]
(2009-05-14 01:05:42)
America’stripleAratingisatrisk
ByDavidWalkerPublished:May12200920:06|Lastupdated:May12200920:06Longbeforethecurrentfinancialcrisis,nearlytwoyearsago,alittle-noticedclouddarkenedthehorizonfortheUSgovernment.Itwasignored.Butnowthatshadow,intheformofawarningfromatopcreditratingagencythatthenationriskedlosingitstripleAratingifitdidnotstartputtingitsfinancesinorder,iscomingbacktohauntus.Thatw...[阅读全文]
(2009-05-14 00:49:29)
【机构动向】王亚伟首季持仓全记录新亮相17家公司涉及面广(附股)据统计，今年一季度末，王亚伟所掌管的华夏大盘)和华夏策略共出现在31家公司的前十大流通股股东名单中，其中新亮相的有17家，包括昨日涨停的中航精机(002013)和不久前被暂停上市的*ST昌河等等(见附表)，涉及的行业包括房地产、化工、白酒、塑料制造、新能源、基建、灯具等，涉及地域也非常广泛，且有些[阅读全文]
(2009-05-14 00:14:29)
FT:Solvencyconcernsswirlaroundbondinsurers
Threeweeksago,WellsFargofiledanoticethatithadfailedtoreceive$5.5mofinsurancepayments.Paymentfailuresare,ofcourse,anincreasinglycommonfeatureinthedebtmarketsandthisamountisrelativelysmall.Thisonewassignificant,though,becausetheoffendingpartywasabondinsurer.Manyofthebiggestbondinsurers,suchasAmbacFinancialandMBIA,havestoppedwritingnewbusinessaftert...[阅读全文]
(2009-05-13 23:48:18)
IstheMarketataTurningPoint?byDavidI.Templeton
OnMarch9thmanyinvestorsweregladtobeholdingsizablecashbalancesintheirinvestmentportfoliowhentheS&P500Indexhitanintradaylowof676.SincethattimetheS&Phasmovedhigherbynearly36%.Nowinvestorsarelamentingthefacttheyareholdingcashthatisearningverylittleinterest.Keepinmind,theFed'sgoalistogetinvestorstomoveoutofcashintomoreriskyinvestments.
(2009-05-13 21:01:12)
【业界观点】银河证券∶经济基本面“触底而不反弹”蓝筹泡沫或膨胀银河证券研究所所长滕泰发布最新报告，从一季度数据看，我国经济运行出现了企稳回升的迹象，但如果没有一揽子刺激措施，经济要比实际情况差。从4月份公布的数据看，二季度宏观经济运行可能并没有市场预测的那么乐观，经济基本面“触底而不反弹。当然，尽管经济复苏速度有可能低于预期，但货币[阅读全文]
(2009-05-13 19:52:47)
前半生不犹豫与后半生不后悔Especiallytrueformarriagebeforeandafter.印度有一位知名的哲学家，天生一股特殊的文人气质，不知迷死多少女人。某天，一个女子来敲他的门她说：「让我作你的妻子吧！错过我，你将再也找不到比我更爱你的女人了。」哲学家虽然也很中意她，但仍回答说：「让我考虑考虑。」事后，哲学家用他一贯研究学问的精神，将结婚和不结婚的好、坏所在，分别[阅读全文]
(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...[阅读全文]
(2009-05-12 21:06:22)
是"天堂"更是"地狱"：走进迪拜黑暗的背后(组图)译言
迪拜是富人的天堂也是外地劳动力以及破产者的地狱，是穷苦外来工的汗水建造了迪拜这座中东香格里拉。迪拜是一个活生生的金属寓言：新自由主义全球化的世界最后可能会崩溃，成为历史尘埃。迪拜本来是中东的香格里拉，是一座纪念阿拉伯企业和西方资本主义完美结合的耀眼丰碑。但是，随着经济危[阅读全文]
