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Archive for July, 2010


How Molycorp Minerals Is A Test Case for US, China

Molycorp Minerals wants to raise more than US$500 million to re-open a rare earths mine in California so that the US will not be completely dependent on China for rare earth imports. Let’s hope they are successful.

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New Article on Google in China

I was quoted for an article on Google in China for Wharton. The article is in Chinese.

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New Articles for July 18-24

List of articles I wrote this week for Forbes.com and Business Insider.

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Bold Predictions For China Tech Over Next Decade

During the next decade, we will find out if China can become rich, on a sustained basis, before it grows old. This has special implications for tech investment over the next decade.

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Internet Crackdowns As An Economic Performance Indicator

Freedom of speech on the Internet is taken for granted in good times, but when times get touch and there is high unemployment, it becomes a different story. Then, government crackdowns become a good indicator of what is really happening in the economy.

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New Goldman Report: iPad to Take Significant Netbook Market Share And More About iPhone Antenna Issues

The iPhone really isn’t a phone. It’s just called a phone.

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New Goldman Chart Shows How Apple Seizes Mobile Phone Profits

In my recent article for Forbes.com The China Tracker, “Apple, Google To Battle In China”, I predicted how Apple’s iPhone would be much more profitable than the Android platform even though unit sales would be lower. This view is corroborated by this chart (second on the page) posted on Business Insider, which is now capturing [...]

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Advertising, Real-Name and Other Opportunities in China

Several weeks ago, I wrote an article on China’s digital advertising industry for Forbes.com The China Tracker. Now that China’s online advertising expenditure is growing, I’d like to talk more about challenges, and what I see as good opportunities in the field. The past few years in China have seen some investment in China in [...]

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White God Syndrome Meets China’s Internet Sovereignty

Virtually all westerners, and most western companies, embrace the belief that information should be free. This means that it should freely cross national borders and be accessible by anyone with a browser. In short, as long as it sits on a web server, it should be accessible from anywhere. Some individuals, such as Mark Zuckerberg, [...]

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How Google Works

Infographic by PPC Blog

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