June 19, 2000

Hong Kong Emerges as a Portal to China's Net (6/15) Want to invest in the Internet in mainland China? Sanjeet Devgan has got two words for you: Hong Kong. He summarized a recent 45-minute talk by singling out one idea: "Invest in Hong Kong as a gateway into the greater China market." (more)

50 Cool China Investment Ideas (Totally) (6/7) Obviously, it's not enough to look only at a company's great business ideas before deciding to invest. Yet it's not a bad way to start, especially when trying to size up where the action is in a sector and to determine which companies have a better crack at success than others.(more)

It's A New Day: The VC-30 Grows Up (6/1) If there was ever a day marking the maturing of U.S.-China relations, it was last Wednesday. That’s why I think it’s important the Virtual China 30 start to look more like the Dow Jones Industrial Average than GlobalNet’s Microcap 1000. (more)

I'll Take a Bottle of that PNTR! (5/26) The new mantra big business has spent darned good money to make sure we all learn by heart is: "What's good for Corporate America is good for the entire world." That's the big lesson of the Congressional vote to grant China PNTR. (more)

Sina.com's Delicate Balancing Act (5/23) How come SINA is virtually the only stock on the VC-30 that's gone up in the past month? For all the hype that surrounds the China Internet, the fact is the investing public can only hold one China stock in its mind at a time. (more)

Recent Stir Fry
I'll Take a Bottle of That PNTR!
Sina.com's Delicate Balancing Act
Talk About a Revolution
Shanghai WebTV Lays Tracks
StockStar's "Online" Trading
Snail Mail Works for Mecox
What I Learned at Harvard
Schwabdotcommunism