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FW; 面对双反光伏行业倦了累了

Submitted by Tractus Asset … on Thu, 05/16/2013 - 02:56

The conclusion is simple but thought provoking, which can be directed to many Chinese industries depending on govt. subsidies.

It's like parents need to provide sufficient resources (money) for children to develop, but anything excessive will damage the kids’ self-initiations and balance. 

2013 Surprises

Submitted by Tractus Asset … on Fri, 12/28/2012 - 15:46

Byron Wien, the respected Wall Street strategist, issues his annual list of "ten surprises" every January. Our crystal ball is not as clear as Mr. Wien’s is, but for fun, we shall mimic his New Year’s tradition and post our surprises for 2013. We do not see these surprises as high probability events, but merely the ones within the realm of probability and not often discussed.