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Archive for February, 2008


Is It Possible For A Western-Managed Business To Succeed In China?

China’s increasingly important global role means that more and more businesses are coming to China. While there has been a significant presence among multinationals for nearly 30 years, now companies are coming in at earlier stages. Now some startups are even choosing to start in China instead of Silicon Valley. This trend has been encouraged [...]

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This is a joke, right?

When I read the first few paragraphs, I thought it might be a joke. It read: “Oxford university’s latest professor is a top Chinese expert on mathematical finance who aims to understand how markets are affected by traders’ gambling and irrational risk-taking.” This was followed by: A new chair has been created for Xunyu Zhou [...]

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Snowstorms, US Economy Slowdown May Help China’s Economy to Cool

It’s beginning to look like the snowstorms and US economic slowdown can help the Chinese government to do something government controls could not do: cool down the Chinese economy and maybe, even damp price inflation. The greatest worry for Chinese government economists over the past year has been the very real rise in price inflation, [...]

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Investing in American Science and Technology

One of my recurring themes is that Americans have become too good at consuming, down to the point of consuming their children’s futures through deficit spending, and have not done enough to invest in the future. This is an important legacy of the current Bush administration which has repeatedly mortgaged the future in order to [...]

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Has The Tipping Point Tipped?

Ever since its publication, The Tipping Point, by Malcolm Gladwell, has captured the imagination of marketers and PR people all over the world. Basically, the book argues that ideas are spread by different groups of people, and that some have more influence than others in helping an idea to spread. For marketers and PR people, [...]

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Mark Anderson Chimes In On Microsoft!

Mark Anderson of Strategic News Service has written an open letter to Steve Ballmer on Microsoft strategy which is posted at the new online version of The Industry Standard. FYI, Mark Anderson is the owner of Strategic News Service, which publishes a newsletter aimed at technology executives. It’s full of insights and he pulls no [...]

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More on Microsoft!

Information Arbitrage has an excellent article on how the different cultures at Microsoft and Yahoo! would have trouble coming together; he compares it to the difference between football players and baseball players. This is one of those soft things which the number crunchers and bean counters usually miss, but invariably hits the outcome of a [...]

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Why Google Loves Microsoft-Yahoo On So Many Levels

The quality and amount of discourse on the proposed takeover of Yahoo! by Microsoft has had my bullshit meter jumping off the charts, and I felt I just had to chime in. Paul Kedrosky summed it up best when he said that it would benefit Google the most. Anyone with half a brain and who [...]

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Understanding the Chinese Hockey Stick

One of the things past experience has taught me that while it is possible to guess that some business will take off in China, it is almost impossible to tell when. The most common scenario is that for many years, a western business will devote its people and resources to making its business popular with [...]

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