http://www.chinaeconomicreview.com/editors Reporting and analysis on economics, business and finance by China Economic Review 2010-03-19 http://backend.userland.com/rss092 en Capitalist Roader Fund The Shanghai Composite Index (SCI) closed up nearly 2% for the week. China COSCO (601919.SH), the Roader's best performer this week, delivered a 2% gain, and its long-term prospects improved around expectations that it would successfully win its bid for a rate increase on US west coast [...] http://www.chinaeconomicreview.com/editors/2010_03_19/Capitalist_Roader_Fund:_Up_and_Down_HOLD.html 2010-03-19 The Shanghai Composite Index (SCI) closed down almost 1% for the week, and all of the Capitalist Roader's portfolio, from China COSCO (601919.SH) to Huaneng Power (600011.SH) to recent purchase Guangshen Railway (601333.SH), offered similarly disappointing results. Investors fled Huaneng Power on Friday, driving it to a 3.8% drop following [...] http://www.chinaeconomicreview.com/editors/2010_03_12/Capitalist_Roader_Fund:_No_ones_having_a_good_time_HOLD.html 2010-03-12 Romani Prodi, former Prime Minister of Italy and frequent Eurocrat, took a moment to speak to room of reporters yesterday at China Europe International Business School's (CEIBS) Lujiazui Finance Research Centre. Prodi, who is widely derided as a boring and pedantic speaker in Italy, was relatively glib at the conference, [...] http://www.chinaeconomicreview.com/editors/2010_03_10/The_globalizer:_Romano_Prodi_on_the_Chinese_welfare_state.html 2010-03-10 The Shanghai Composite Index (SCI) closed down a little less than 1% from the start of the week. On the back of expectations that it would return to profit, China COSCO (601919.SH) closed the week up 2%. On the other hand, Huaneng Power (600011.SH) surrendered its Thursday highs to end [...] http://www.chinaeconomicreview.com/editors/2010_03_05/Capitalist_Roader_Fund:_BUY-Guangshen_Railway_601333_Shanghai.html 2010-03-05 The Shanghai Composite Index (SCI, 000001.SS) recovered from mid-week lows to finish 1.3% up from its Monday opening. China COSCO (601919.SS) finished similarly level for the week, despite announcing that it was increasing its transatlantic shipping rates. Huaneng Power (600011.SS) was equally unexciting with a sliver of a weekly increase [...] http://www.chinaeconomicreview.com/editors/2010_02_26/Capitalist_Roader_Fund:_Prognosticating_on_the_eve_of_the_National_Peoples_Congress_HOLD.html 2010-02-26 I recently received an interesting press release from Galileo Capital Management, a respected UK investment fund group. On February 2, 2010, Galileo announced the launch of a Lesbian, Gay, Bisexual and Transsexual (LGBT) specialist unit that will provide "corporate advisory and business development services for companies that serve the LGBT [...] http://www.chinaeconomicreview.com/editors/2010_02_11/Gay_investment_consulting_in_China.html 2010-02-11 With the Shanghai Composite Index (SCI) down from midweek highs, it wasn't a very pleasant day for anyone: Markets closed with a 1.6% weekly loss. Increased concerns about credit tightening are driving investors away from risky assets, and the upcoming Lunar New Year holiday means that investors might be looking [...] http://www.chinaeconomicreview.com/editors/2010_02_05/Capitalist_Roader_Fund:_BUY-Huaneng_Power_International_600011_Shanghai.html 2010-02-05 It was not a brilliant week for the Shanghai Composite Index (SCI), China COSCO Holdings (601919.SH) or the Capitalist Roader Fund. The SCI closed at 2,989.29 points today, its third consecutive close below 3,000 and down 8.78% for the week. Investors didn't much care for talk of restrictions on bank [...] http://www.chinaeconomicreview.com/editors/2010_01_29/Capitalist_Roader_Fund:_Overblown_fears_of_tightening_Hold.html 2010-01-29 In the new era of the Capitalist Roader, we have no room for dead weight. That's why we decided to sell all 100 of our shares of China Vanke (000002) stock this week at a price of RMB10.10 (US$1.48). While making a bet on China's property market might seem like [...] http://www.chinaeconomicreview.com/editors/2010_01_22/Capitalist_Roader_Fund:_SELL-China_Vanke_000002_Shenzhen.html 2010-01-22 Capitalist Roader Fund As the Capitalist Roader Fund enters a new year, the time has come to bid farewell to the old system which, while staid and resolute, was fundamentally flawed. Picking stocks by following positive macroeconomic trends helped us only to a meager 12% gain in 2009 even as the [...] http://www.chinaeconomicreview.com/editors/2010_01_15/Capitalist_Roader_Fund:_Charting_a_new_course_Hold.html 2010-01-15