I was in China for three weeks and had the opportunities to talk to various people and visit different cities to observe first-hand on what's going on China. I will blog my thoughts and observation in next few days.
Health care reform passed in U.S. Everything being equal, stock market over long term should have lower valuation because of higher taxes on dividend and capital gains.
Google is exiting China as I expected 2 months ago. When I talked to people in China, Google has strong market share in business sectors. Most large businesses use Google to do their search. Google is going to lose more business than searching in China.
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