My latest article, published at Seeking Alpha.
It’s time to take another look at China Yuchai International Limited (CYD). I’ve written about China Yuchai previously here at Seeking Alpha.
I’ve been enthralled with China Yuchai, despite… (full article)
Full Article at Seeking Alpha.
November 20, 2012 – American manufacturing, which has been a source of U.S. economic strength for much of the past three years is continuing to face challenges. U.S. manufacturing is soft, capital investment is slowing, and the overall prospects for the U.S. economy remain lackluster…(Full Article)
Full Article at Seeking Alpha
November 13, 2012 – I was generally pleased with the third quarter results for Xinyuan Real Estate (XIN). With most indicators pointing to an improvement in China’s overall economy, I’m hopeful… (Full Article)
Full Article Published at Seeking Alpha
November 5, 2012 – Well, it’s the “morning after,” and President Obama has a job for the next four years. With the myriad problems facing the U.S. economy, it’s definitely not a job I would want… (Full Article)
Full article published at Seeking Alpha
October 28, 2012 – This past week, Jim O’Neill, Chairman of Goldman Sachs Asset Management, and the person who created the acronym BRIC for Brazil, Russia, India and China, made headlines. O’Neill stated that the time to buy Chinese equities is now. I’ve been… (Full Article)
Full Article Published at Seeking Alpha
October 24, 2012 – In keeping with my quest to find Chinese companies whose future is tied to China’s domestic growth and not tied to the country’s export economy, I’ve been following SinoCoking Coal and Coke Chemical Industries, Inc. (SCOK) for some time…(Full Article)
Full Article at Seeking Alpha
October 21, 2012 – I believe that it is now time for many investors to re-examine their trading and investment strategies. While all of us had hoped that a permanent and sustainable solution to the Eurozone crisis would have been implemented by now, it is increasingly clear…(Full Article)
Full Article at Seeking Alpha
October 17, 2012 –
The global tire industry is increasingly about one country, China. China accounts for about 25% of the world’s total output of tires, with the country now being the largest manufacturer, exporter and consumer of tires worldwide…(Full Article)
Full Article at Seeking Alpha
October 10, 2012 – As a global company, with operations in 11 countries, Cooper Tire & Rubber Company (CTB) designs, manufactures markets and sells passenger car, light truck, medium truck, racing…(Full Article)
Full Article at Seeking Alpha
October 8, 2012 – News stories reporting U.S. auto sales for August indicated that a total of 1.19 million cars, trucks and sport utility vehicles were sold in the United States, a 13% increase from August of 2011, and the highest sales rate in four years…(Full article)
The Friedland View 