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Apple iPhone: Designed in U.S., Assembled in China

Submitted by chinastock on Wed, 07/07/2010 - 03:12
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Mark J. Perry submits: .

Turn over your iPhone and you'll see that it's "assembled in China." But that doesn’t mean that most of the profits or revenue go there.

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It's All About China Now

Submitted by chinastock on Tue, 06/22/2010 - 07:50
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We better get used to trading in a market that’s all about China because it ain’t going away any time soon. Frankly, we’ve been trading in that market since July of 2008 when the Chinese central bankers put an end to the appreciation in the Yuan and crushed the commodity complex to prevent run-away inflation. Go back and search the blog for that post, it was one of my first here about a year ago.

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Why Exploding Trade Deficit Fears Are Hogwash

Submitted by chinastock on Sun, 06/13/2010 - 03:50
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Wade Slome submits:

Like a B-rated horror movie using the same old cliches (i.e., girl home alone with serial killer on the loose or a concealed intruder hidden in the back seat of a car), one of the financial cliches that persists today is the belief that the United States trade deficit will result in financial ruin for our economy. The recent widening of the trade deficit to $40.3 billion makes this economic issue a topical discussion.

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The End of Cheap Chinese Labor?

Submitted by chinastock on Wed, 06/02/2010 - 11:07
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Trader Mark submits:

As the global race to the bottom for private industry labor continues, it seems that younger Chinese laborers - many of whom are exposed to the rest of the world via the internets (sic) - are beginning to decide that they've had enough.

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What's Behind the Foxconn Suicides?

Submitted by chinastock on Thu, 05/27/2010 - 04:39
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Patrick Chovanec submits:

Foxconn, one of China’s largest companies, is making headlines, and not in a good way.

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On Chinese Property and Tech Demand

Submitted by chinastock on Mon, 05/10/2010 - 09:00
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Let's begin with what we know: China’s appetite for high tech gadgets is exerting a mighty influence on global demand. The recent results from Samsung Electronics (SSNLF.PK), Asia’s leading technology company, give one reason why. The South Korean giant estimates that China’s flat screen TV market is now as large as America’s, and is doubling.

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Asian Tech Stock Weekly Review (May 3 – 9, 2010)

Submitted by chinastock on Mon, 05/10/2010 - 04:05
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Japan

Mobile/ Wireless

• Mobile content services firm Nano Media reported full-year results for the period ending March 2010. The company’s sales declined by 4.3% to 2.54 billion yen (US$27.7 million) while net loss reduced to 98 million yen (US$1.06 million) from 1.08 billion yen (US$11.78 million) the previous year.

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Who Will Be the Coca Cola of the 21st Century?

Submitted by chinastock on Mon, 05/03/2010 - 05:50
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The Financial Times has just published a survey of the world’s top global brands. The world’s three most valuable are Google (GOOG), IBM and Apple (AAPL).

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Apple in Asia

Submitted by chinastock on Fri, 04/30/2010 - 11:51
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As an Apple (AAPL) long. I decided to go over the second quarter earnings report again. Apple was firing on all cylinders over many product categories, increasing revenue 49% to 13.5 billion, adding a cool couple billion to it’s 40 billion dollar war chest, selling 50% of their Macs in Apple Stores to first time Mac buyers, and just delivering what looks like another home run product in the ipad. This should not be new news.One of the biggest reasons for growth was a more than doubling of iPhone sales.

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