Archives: March 2010

Relief for Investors in China's Top Chipmaker

Posted by: Bruce Einhorn on March 31

There are some things too challenging even for China. Anybody who thinks China’s economic mandarins are all-powerful need only look at the sorry case of the country’s top chipmaker, Semiconductor...

China's Currency Stand and Japan's Lost Decade

Posted by: Bruce Einhorn on March 25

As calls grow louder in the U.S. for the Obama administration to pressure China over its undervalued currency, it’s good to check in with William Fung, group managing director of...

Congress Challenges China on Falun Gong & Yuan

Posted by: Bruce Einhorn on March 17

Here’s a strange match: Ron Paul, the Texas Congressman, GOP presidential candidate, libertarian hero and scourge of the Federal Reserve, might now be China’s favorite lawmaker in Washington. Paul was...

China’s Foreign Investment Rebounds

Posted by: Bruce Einhorn on March 16

Industry groups representing multinationals are grumbling again about China. They’re upset about new “indigenous innovation” policies encouraging the purchase of locally-generated technology. See, for instance, comments from the head of...

India Company's Medical-Tourism Push

Posted by: Bruce Einhorn on March 12

Indian hospital operator Fortis Healthcare’s purchase of a big stake in Singapore-based Parkway Holdings could lead to a major shakeup in the global health-care industry. In Asia, Singapore has always...

Buffett-Backed BYD Targets Toyota

Posted by: Bruce Einhorn on March 08

Can an automaker from China capitalize on the Toyota recall scandals? With the reputation of the Prius tarnished, the Chinese company backed by Warren Buffett, BYD, could hardly have found...

Jaguar Starts Making Money for Tata Motors

Posted by: Bruce Einhorn on March 01

Tata's 2008 acquisition of British luxury carmaker Jaguar Land Rover (JLR) always seemed to me like a vanity play. The symbolism was nice – Indian company buys high-profile symbol of...