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?)
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
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
Các cường quốc hạt nhân
http://dantri.com.vn/c36/s36-352995/diem-mat-nhung-cuong-quoc-hat-nhan-tren-the-gioi.htm
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
Ben says shadow banking will be restricted
http://www.bloomberg.com/apps/news?pid=20601068&sid=aauOQrxHJZDw
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
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.
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.
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
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
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
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
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