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Archive for March, 2008

Obama Race Speech

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“We the people, in order to form a more perfect union.”
Two hundred and twenty one years ago, in a hall that still stands across the street, a group of men gathered and, with these simple words, launched America’s improbable experiment in democracy. Farmers and scholars; statesmen and patriots who had traveled across an ocean […]

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证监会要求基金坚持长期理念价值投资
2008年03月31日03:45
来源:中国证券网.上海证券报
⊙本报记者 商文
为了更好地落实《基金管理公司特定客户资产管理业务试点办法》和《证券投资基金管理公司公平交易制度指导意见》,中国证监会基金部日前召开会议,对基金管理公司开展特定客户资产管理业务明确提出了三项要求。

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China’s anti-trust law is going to take effect in August 1st. Recently there have been quite a few articles discussing its implications on multi-national companies doing business in China. Media in the US have been guessing, for instance, whether the Microsoft’s bid for Yahoo would be effectively blocked by the law. (e.g. NYTimes article)
There are […]

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前日评论提到JPMorgan和贝尔斯登的交易将遭到股东诉讼。果然诉讼威胁有效,现在JPMorgan已经把收购价格提高到10美元了。
见JPMorgan Raises Bid for Bear Stearns to $10 a Share

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奥巴马一度因他过去的牧师莱特的过激言论而受到负面影响,但在他发表关于种族问题的演说后,显然该影响已经消失。民意调查显示,奥巴马重新得到选民的拥戴。
说来似乎不可信,为什么奥巴马选举会受到他过去的牧师的言论影响?且不说莱特牧师的言论深究并没有什么根本错误,就算是有,难道奥巴马就该为别人做的错事顶缸?其实,无论是奥巴马、还是那些天天用放大镜找他茬的竞争对手,都知道之所以如此,是因为事关重大。奥巴马竞选的核心主张之一,就是他可以让美国重新团结起来。莱特牧师的话显然并不为所有人接受,竞争对手就是要给奥巴马个烫手的山芋,让选民看看他怎么个团结法。奥巴马于是被希拉里.克林顿阵营和媒体置入了这个“牧师言论”危机。
危机是危险,同时也是机会。奥巴马受到挑战后不几日就公开发表演讲,首先表明自己对该言论的不接受的立场,同时通过亲身经历等指出了其合理部分,呼吁理解。演讲果然成功。毕竟民主党向来把平等看作是根本价值,其主流言论也对种族歧视有特别关切,奥巴马的演讲是民主党价值和言论的自然延伸。希拉里阵营缺乏表明立场的机会,在这个问题上显然失分了。民意调查很快把奥巴马重新推回到民主党候选人榜首,自然在情理之中。
当然,这里所表明的接受最多只是民主党选民的接受。 共和党选民和独立选民能否接受奥巴马的立场,尚属未知。纽约时报最近的文章Obama’s Test: Can a Liberal Be a Unifier?指出奥巴马要完成使命还任重道远。
纽约时报文章指出,在过去的15年里美国党派、意识形态战成为政治的主流,奥巴马要超越它们团结美国人民,需要的是重新诠释美国价值。 奥巴马认为当今人们已经认识到,美国要前进,就应该抛弃过去的党派、意识形态标签。(Mr. Obama, in an interview that was conducted on March 15, in the midst of that controversy, said he was confident that Americans were eager for a new kind of politics and were convinced that “a lot of these old labels don’t apply anymore.”)奥巴马声称对党派教条不感兴趣,他所关心的是人民的利益。(“I’m interested in […]

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Economist has an article summarizes recent Taiwan politics.

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[下面的内容,读来令人惊心。出国留学,还是小心为妙。转载一个关于“玛赫西大学” (Maharishi University )的博客日志,权作各位参考,家长、留学生最好仔细查证清楚再做决定。又及:该校又称美国玛赫西管理大学(简称MUM)。]
醒醒吧,一个邪教正在中国扩张

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See Cao Zhi: A History of Religious Freedom of Publication and the Criminal Charge of Doing Illegal Business in China

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基金赎回快速增多

网络版专稿 记者 邓美玲 随着大盘的节节下挫,基金赎回也呈加速态势。各家地方媒体的报道显示,在全国各大主要城市均出现了赎回加速的现象。但对于赎回高潮何时出现,业界人士和专家看法不一。

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China stories

Right now several versions of China stories are circulating, and no one seems to know which one is true. A recent blogpost comments on these stories. (See full text. )
“Talk to businessmen, investment bankers, and economists, and you get a totally different perspective than if you talk to political scientists, historians and international relations […]

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