Wednesday 30 September 2009

Dollar and Equity both rise

http://www.fx360.com/commentary/kathy/2042/making-sense-of-dollar-and-equity-strength.aspx#headline01

VN economy view cuối tháng 9/2009

Việt Nam đã có hãng hàng không vận chuyển hàng hoá đầu tiên

http://cafef.vn/20090930033515387CA33/viet-nam-da-co-hang-hang-khong-van-chuyen-hang-hoa-dau-tien.chn

Trãi Thiên là doanh nghiệp tư nhân chuyên vận tải hàng hóa bằng đường hàng không đầu tiên của Việt Nam được cấp phép.

Đức xem VN là thị trường hấp dẫn thứ 2, sau ... TQ

http://cafef.vn/20090930111743845CA33/duc-xem-viet-nam-la-thi-truong-hap-dan-thu-nhi-o-chau-a.chn

EIU views on future VN 2009-2030

http://cafef.vn/20090930073054342CA33/eiu-du-bao-ve-kinh-te-viet-nam-giai-doan-2009-2013.chn

Các biện pháp cứu kinh tế trong năm 2008 và năm 2009 có thể khiến lạm phát tăng cao. (how about debt?)

Economic News = Chinese Food

http://www.kitco.com/ind/nadler/sep302009.html

They are exhibiting a case of Chinese food syndrome: hungry again, just hours after having eaten the last batch of macroeconomic news. At least, until the next batch of economic news that proves less than 'appetizing'. => interesting

Tuesday 29 September 2009

Game 1998-2008: Something to remember

http://www.vtc.vn/thegioigame/398-203173/Diem-game/nganh-cong-nghiep-game-10-nam-nhin-lai.htm

Toàn cảnh ERP 2008

http://www.pcworld.com.vn/pcworld/magazine_b.asp?t=mzdetail&atcl_id=5f5e5d5b565c5e

What if every body indexed?

http://www.dimensional.com/famafrench/2009/09/qa-what-if-everybody-indexed.html

TQ kiện Mỹ bán phá giá gà

http://www.chinaeconomicreview.com/dailybriefing/2009_09_28/China_launches_anti-dumping_investigation_against_US_chicken_products.html

Monday 28 September 2009

Friday 25 September 2009

Thị trường nhà đất nóng

http://cafef.vn/2009092509296801CA35/thi-truong-nha-dat-nong-ngoai-du-bao.chn

ETF CK VN nong tai My

http://cafef.vn/20090925032715295CA31/chung-khoan-viet-nam-nong-tai-thi-truong-my.chn

Thursday 24 September 2009

Công chức không được kinh doanh sau ... năm

http://www.tuoitre.com.vn/Tianyon/Index.aspx?ArticleID=337569&ChannelID=3

US-Swiss agreement on tax evasion

http://cafef.vn/20090924080629827CA32/my-va-thuy-sy-ky-thoa-thuan-ngan-hanh-vi-tron-thue.chn

Fed views through time

http://cafef.vn/20090924100450212CA32/nhan-dinh-cua-fed-ve-kinh-te-my-thay-doi-the-nao-trong-3-thang-gan-day.chn

Tuesday 15 September 2009

Monday 14 September 2009

TQ che bien so lieu kinh te

http://cafef.vn/20090912113256504CA32/trung-quoc-da-che-bien-so-lieu-thong-ke-nhu-the-nao.chn

Sunday 13 September 2009

Stiglitz says banks are more problematic now than before Lehman

God! Plz ... He is right, but, no matter if we are strong again

http://www.bloomberg.com/apps/news?pid=20601087&sid=a7UTn7JFw1qk

Monday 7 September 2009

New Exotic Investments Emerging on Wall Street

http://www.nytimes.com/2009/09/06/business/06insurance.html?bl&ex=1252468800&en=24fc83f5514c4841&ei=5087%0A

Just as I guess, the market never sleeps.

Why Economists get so wrong? Krugman askes, God knows

http://www.nytimes.com/2009/09/06/magazine/06Economic-t.html?_r=2&hp=&pagewanted=all

Friday 4 September 2009

Qi Lu: A man to look at

http://dantri.com.vn/c119/s119-348099/qi-lu-khau-than-cong-cua-microsoft-chong-lai-google.htm

Thursday 3 September 2009

Bank stock VN

Cổ phiếu ngân hàng VN

http://cafef.vn/20090904083537477CA31/co-phieu-ngan-hang-se-tao-suc-bat-cho-vnindex-cuoi-nam.chn

Assume là tính đúng P/E và P/B thì EIB của mình là value stock. May phước.

Tuesday 1 September 2009

On Tobin tax on finance

Turner says "We will do it"

http://www.ft.com/cms/s/0/331e7a84-958f-11de-90e0-00144feabdc0.html?nclick_check=1

Tobin tax explained

http://www.ft.com/cms/s/0/6210e49c-9307-11de-b146-00144feabdc0.html

Tobin himself disowned activists’ adoption of his proposal for revenue-raising purposes, which he thought missed the point of the proposal: which was to reduce the socially harmful effects of finance while keeping its benefits. In this respect, FSA chairman Adair Turner’s broaching of the Tobin Tax as a method for regulating the financial sector may be more in line with the original idea.

http://www.ft.com/cms/s/0/08943b5a-926a-11de-b63b-00144feabdc0.html

Luckily, Alistair says "no". Aides to Alistair Darling, chancellor, said no such taxes were under consideration. Mr Darling insists that the banking industry in London should continue to play a leading role in global finance. => yes, quite good ambition.

Some more discussion: not good enough

http://www.ft.com/cms/s/0/980e9ec8-92f2-11de-b146-00144feabdc0.html

UK economy: permanent growth damage

Something to learn about UK ... permanent growth damage!

http://www.ft.com/cms/s/0/e11f8430-9660-11de-84d1-00144feabdc0.html

TTCK update trước lễ

Cách đây không lâu (20/8), Phương Mai question "tại sao dòng tiền vẫn bỏ qua bluechip?"

http://cafef.vn/20090820043254618CA31/tai-sao-dong-tien-van-bo-qua-bluechips.chn

Tuần này, trước lễ (1/9), bluechip chống thị trường

http://cafef.vn/2009090112282836CA31/bluechips-do-thi-truong-truoc-luc-ban-manh.chn

SSI-ers lo ngại cho VN-Index trong tháng 9

http://cafef.vn/20090901064421621CA31/yeu-to-nao-se-tac-dong-toi-vnindex-trong-thang-9.chn