Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (62245)	3/28/2010 3:48:12 AM
From: elmatador	1 Recommendation Respond to of 219333

Siemens, whose wind division is based in Denmark, appeared to be set to join a growing list of foreign firms intending to build turbine-component factories in Brazil, including Alstom and General Electric. The group says its €7bn ($9.6bn) order backlog means it has already sold all the turbines it will be able to produce in 2010. How Brazil will get the plan t there? As a result, developers using Siemens equipment will be eligible for BNDES financing. BNDES is Brazil´s Development bank. inter.bndes.gov.br

To: energyplay who wrote (62245)	3/28/2010 4:26:34 AM
From: elmatador	1 Recommendation Respond to of 219333

China is 20% of the world. It is not the world.

To: energyplay who wrote (62245)	3/28/2010 6:28:16 AM
From: elmatador	Respond to of 219333

China strategy is: “introduce, digest, absorb, innovate”. Machine tools en.machine-zg.cn Rail way ft.com Wooden floor en.dbm100.net.cn IT en.capacitor-zg.cn Solar cells solar-cell-panel.com

To: energyplay who wrote (62245)	3/28/2010 6:46:13 AM
From: elmatador	Respond to of 219333

Compare China drive to build high speed trains. Take people out of the bus and put them into trains. The government plans to build at least 30,000km of railway, most of it high-speed, in the next five years and China is soon expected to overtake Russia to have the second-largest rail infrastructure in the world, after the US. ft.com Then extend this concept of China’s “The official state policy on using foreign rail technology is known as “introduce, digest, absorb then innovate”. Thus leading to indigenous railway techynology. Now see how this compares with Brazil mass long distance transport: Take people out of the bus and put them on EMBRAER airplanes in low cost David Neeleman Azul airline. And then see how this develops technological innovation: LiveTV is working very hard to bring live television to Azul's Embraer E-Jets in time for the soccer World Cup, which gets kicked off in June 2010. LiveTV has previously addressed the challenges of offering in-flight live television in South America here. flightglobal.com Brazil’s new Azul airline inks $1B services deal with GE gereports.com Azul plans to grow 50% in 2010. According to the National Civil Aviation Agency of Brazil (ANAC), between January and December 2009, Azul had 3.82% of the domestic market share in terms of passengers/km. In February 2010, its market share was of 5.20%.[6] In both periods Azul was ranked fourth among Brazilian airlines. Azul also achieved the highest load factor in the Brazilian domestic market for 2009, with an average factor of 79.71%, an achievement held since March 2009, with an average load factor above 85 percent.[7] Its 2009 performance allowed Azul to become the first airline in the world to board more than 2 million customers during its first year of operation.[7][8] SOURCE: Wikipedia

To: energyplay who wrote (62245)	3/28/2010 11:13:31 PM
From: TobagoJack	1 Recommendation Respond to of 219333

<<What is your opinion of what makes a success in China ?>> choosing the correct local employees, consider their collect wisdom, empower them w/i reason, and guide them with int'l experience, support them in sales sales sales engage with china both as a source (of goods and ideas) and as a market (of goods and ideas)

To: energyplay who wrote (62245)	3/29/2010 7:11:31 AM
From: TobagoJack	1 Recommendation Read Replies (3) \| Respond to of 219333

just in in-tray PBoC announced about an hour ago appointment of three new academic members of its 15-member monetary policy committee: Prof. Zhou Qiren from Beijing University; Prof Li Daokui from Tsinghua University; and Prof. Xia Bin, from State Council Research Center. The three new members replaced outgoing Prof. Fang Gang, who was the sole academic member of PBOC monetary policy committee over the last two years. Prof. Zhou is known to be one of the strongest proponents for Renminbi appreciation and believes that an undervalued Renminbi is the source of many macroeconomic problems in China. Prof. Li was quoted yesterday at a forum as saying that China should consider allowing Renminbi appreciation before September in view of US mid-term election, despite that he did not believe the Renminbi is fundamentally undervalued. Prof. Xia Bin wrote in an article published yesterday that China should return to pre-crisis Renminbi regime under the premise that the Renminbi should be relatively stable.

To: energyplay who wrote (62245)	3/31/2010 7:05:54 AM
From: elmatador	Read Replies (2) \| Respond to of 219333

China shuts down: The Chinese understandably want something better. "They want sophisticated international companies and they want to give them a leg up," says Brookings Institution senior fellow Kenneth Lieberthal. ... China has emerged from the global financial crisis largely unscathed. As a result, political analysts say, Chinese look at the rest of the world and feel a lot less awe and admiration than they once did. There is also a sense that the previous leadership of President Jiang Zemin and Premier Zhu Rongji gave away too much—such as slashing tariffs on agricultural products and ending local-content requirements for foreign automakers—in their desire to enter the WTO. Now, China feels it should assert its own economic interests. If that involves throwing its weight around, so be it. ... And "states like California have wide latitude in their procurement policies, so they can give American companies an advantage," explains Nicholas Lardy, senior fellow at the Peterson Institute for International Economics. ... foreign investors, who used to be treated like honored guests and wooed with tax breaks and free land. After President Hu Jintao and Premier Wen Jiabao took over in 2002, things started to cool. That has left multinationals far less bullish on China. While foreigners have made substantial profits on the mainland, last year confidence about future earnings took a tumble, according to separate surveys from the U.S. and European chambers of commerce. Both groups report a majority of members make money in China, but the ranks of the profitable are shrinking. Just a third of European companies now say they're optimistic about future profits, down from half the previous year. In a separate survey by the American Chamber in Shanghai, 39% of companies say revenues fell in 2009, the largest number since 1999. businessweek.com