The number of Chinese with Internet access is increasing at an astronomical rate – after all right now, the region’s penetration rate is only 17% compared with 75% here in the U.S. And along with that growth, opportunities are emerging for a select few investors to get in on tech growth in the Far East.
Just last week – for the first time in 60 years – Taiwan opened its doors to investments from Mainland China. The impact was almost immediate. On Friday, Guangzhou-based China Southern Airlines Ltd. (NYSE ADR: ZNH) submitted the first bid under the new regulations and became the first mainland company to apply to invest in Taiwan.
Like most investors, Harvard University’s billion-dollar endowment fund took a beating during the global financial crisis. Many investors cashed out, opting for the safety of the sidelines. But Harvard called a new play. During the first quarter, Harvard engineered a dramatic shift in its endowment-fund investment strategy – boosting its stakes in some of the most prominent emerging market exchange traded funds (ETFs).
As you scour the globe for potential post-financial-crisis profit plays, don’t overlook Taiwan. Stock markets around the world have already started to rebound with joy as investors begin to believe that that the unpleasant global recession is finally nearing its bottom.
China will lead the world out of this economic slow down and the money to be made is beyond your wildest dreams.
Tuesday morning I received an email from one of financial publishing’s legends. It said, “Market crashing! Last chance for today’s flash alert!” The email came at 10:00 AM, and I didn’t open it until 10:20, minutes before I go into lock down… my four-hour communications blackout during which I write – nothing else. Of course, “Market Crashing!” is an inflammatory subject line.
Apple Enters Chinese Markets. Wayne Mulligan is back to give us an overview of China’s exponential growing market and what that means for wireless investors.
Wasting no time with China’s government-executed telecom restructuring, telecommunications giant China Unicom Ltd. (ADR: CHU) agreed to sell the smaller of its two wireless networks to fixed-line titan China Telecom Corp. Ltd. (ADR: CHA) for nearly $16 billion.
There are three new kings in China’s $100 billion-plus telecom kingdom: China Telecom Corp. Ltd. (ADR: CHA), China Network Communications Group Corp. Ltd. (ADR: CN) and China Mobile Ltd. (ADR: CHL).