If you are a tech investor, and you are not including Asian companies in your stock portfolio, I think you are ignoring some of the very best opportunities on the planet. That’s because China is home to a huge, hidden tech mecca that can give Silicon Valley — and its investors — a run for their money...
by Chip Krakoff Foxconn International Holdings, the world’s largest contract manufacturer of electronic components, made notorious last year by a rash of employee suicides at its Chinese factories, recently published its half-yearly financial results, which showed that its annual labor costs per...
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Global Emerging Markets (GEMs)
by
Charles Krakoff
on
10-03-2011
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Filed under: China, Brazil, Japan, Haiti, Ford, Sony, Apple, GEMs, iPad, Charles Krakoff, South Korea, Taiwan, Vietnam, Mexico, Nicaragua, HP, electronics assembly, Foxconn, Dell, Hon Hai, Burundi, Somalia, offshoring, outsourcing
I owe the title of this piece to John Hempton, an Australian who writes the excellent Bronte Capital blog , who told me that the number of visits to his site increased a hundredfold when in 2008 he published a piece with the title “Hookers that cost too much, flash German cars and insolvent banks...
Posted to
Global Emerging Markets (GEMs)
by
Charles Krakoff
on
08-19-2010
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Filed under: China, Nigeria, Africa, Malaysia, prostitutes, South Korea, Angola, Madagascar, stadium, chinese, Sierra Leone, Sudan, Mozambique, The Godfather, Botswana, sugar, Taiwan, Don Corleone, the scramble for Africa
Introduction Today's special edition Outside the Box covers the looming political concerns of China in the new year. Leading China expert at Stratfor, Rodger Baker, has written an excellent analysis on the issues faced by the current and future leadership of the country, as well as the potential...