I’m back from Sanya. Felt good about the beach and Marriot hotel, I will talk more about the trip later. The following are stuffs I recorded before the trip. 1) Ctrip service is good. Free pick up, delivery; SMS reminder; coupon book including shuttle ride from airport to hotel. By the way, I saw Ctrip’s […]
The Shanghai Composites Index closed above 5000 the first time on August 23, Thursday. The interesting thing is, this time Chinese goverment is not as nervous as last time around (May 30), because this run up is largely drived by so-called blue chips: especially large banks where the goverment is the majority owner (ICBC, BOC,…). […]
X5? maybe not?
Among Chinese CEOs, I think Wang Shi is real good. I read his book “Road and Dream” lately. Very impressive. Consider what he and his team has done in last 20 years: from nowhere to No. 1 residential real estate developer in China; more importantly, they create a “Vanke” community, the kind of community Chinese […]