hello hm, today's report, am in hangzhou, came from shanghai, and before that, beijing, shall return to hong kong
(i) shall speak to tycoon pal of 10+ years who started life as peasant, got into textiles in 1991, got into power biz in 1994, my client's counterparty to whom i assisted to divest from china in 1999, and now largest private waste-to-energy as well as bauxite player in china, readying to go offshore
(ii) spoke to prospective euro pharma client who wishes to start experiment and establish china ip platform to engage w/ global genetics arena - very progressive approach, and so i am enthusiastic to spend time on
(iii) the story of the little girl has been playing constantly, cnn style, but on multiple channels, and not as 'news', but on talk shows as a subject of discussion - very encouraging. in china's case, tragedy and accidents and mishaps, and and and are all positive, in that, as the government is terrified of the people, when actions are called for, actions are tee-ed up. i frankly expect this Message 27721700 be reintroduced as compulsory in all schools as just one measure
(iv) yesterday i took time to reduce cash from 15+% down to 8+%, to engage with gold at usd 1,713 (hkd 13,330) per oz
(v) the hangzhou 5-star hotel i am staying at in city center is surrounded by two construction zones. the immediately adjacent site is about one football field large, and the one a block away is about 3-4 fields huge. looks like social housing is being put up, but am unsure. the other buildings nearby are old residential buildings built perhaps 20+ years ago and in time soon needs to be pulled down per step by step approach
(vi) diagonally opposite the hotel's front entrance is a large sd-gold sd-gold.com retail shop - the goods within look lovely.
cheers, tj |
