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links for 2006-11-27

November 28, 2006 at 12:17 AM | Permalink | Comments (0) | TrackBack

links for 2006-11-24

November 25, 2006 at 12:18 AM | Permalink | Comments (0) | TrackBack

Fed Chief’s Help Enlisted for Trip to Press China - NY Times

Fed Chief’s Help Enlisted for Trip to Press China - New York Times

How much can China let the RMB appreciate given their nearly $1 trillion in foreign reserves? That in mind, I still think a richer RMB will be a key milestone in China's transition from investment- to consumption-led economic growth. It'll probably also lead to a spree of buying foreign companies and assets and a tidal wave of tourism that will harken back to the 80s resentment of Japan.

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November 24, 2006 at 04:24 PM in China | Permalink | Comments (0) | TrackBack

links for 2006-11-23

November 24, 2006 at 12:18 AM | Permalink | Comments (0) | TrackBack

local then global

Rishi Navani on Online Movie Rental Services and Other Investment Opportunities in India

I like Rishi's comments on focusing on success in your local market before thinking global. While many of the really big China opportunities will be in building global companies and global brands and while the internet allows you to address global markets almost right away, I think you've got to start with local success and build upon it.

This was something I felt in Brazil too.

The BRIC local markets are big enough that you should win at home first and be able to build some scale and core competencies.

Which makes me think of the recent story that Michelle Wie is planning to compete in more men's tournaments. I think the right strategy is like Tiger's, kick ass at every level before moving on.

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November 23, 2006 at 11:33 AM in China, Shanghai VP | Permalink | Comments (0) | TrackBack

new opportunities

SVP has been busy working with some new entrepreneurs on some interesting opportunities lately: vertical search, clustered search, social tagging, print-on-demand, vertical search.  Ah, good ol' web 2.0. Most are pretty early. Hope to share more info (and links) soon.

In the meantime, to all of you back in the US, Happy Thanksgiving!

Ang and I have planned a last minute family gathering for lunch at our favorite place for American eats here in Shanghai, the Moon River Diner. We've happened to have their turkey feasts at friends' houses the past two years as Moon River does catering for the holidays - so I'm really looking forward to getting together with Angie's family who happen to be in town and chowing down. We're planning on getting Spence all dressed up for some pictures too. Should be a lot of fun, though working here in China, it'll be a regular work day otherwise.

November 22, 2006 at 11:54 PM in Shanghai VP | Permalink | Comments (0) | TrackBack

links for 2006-11-21

November 22, 2006 at 12:18 AM | Permalink | Comments (0) | TrackBack

links for 2006-11-18

November 19, 2006 at 12:17 AM | Permalink | Comments (0) | TrackBack

links for 2006-11-16

November 17, 2006 at 12:17 AM | Permalink | Comments (0) | TrackBack

links for 2006-11-15

November 16, 2006 at 12:17 AM | Permalink | Comments (0) | TrackBack