http://gavekal.com/feeds.cfm GaveKal Research en-us Thu, 09 Sep 2010 22:00:19 Thu, 09 Sep 2010 22:00:19 http://gavekal.com/feeds.cfm support@gavekal.com support@gavekal.com http://gavekal.com/doc.cfm?id=5724&src=rss Now that Google has beat a strategic retreat by moving its Chinese language search business from the mainland, its competitor Baidu enjoys a virtually unassailable position as China's leading search engine. But despite its reputation as China's Google, Baidu is nowhere near as dominant in China's internet space as Google is in much of the rest of the world. Unlike Google and its main Chinese competitors, Baidu has not yet shown that it can create new products or business models. Its reputation is plagued ... Wed, 07 Apr 2010 13:53:16 http://gavekal.com/doc.cfm?id=5724&src=rss http://gavekal.com/doc.cfm?id=5633&src=rss Fri, 05 Mar 2010 17:51:10 http://gavekal.com/doc.cfm?id=5633&src=rss http://gavekal.com/doc.cfm?id=5082&src=rss At any point, investors have to confront many uncertainties but, in our view, the two most important unknowns for investors today are: - What is the future of China? Can China really develop world-class companies independent from the government? Can China climb up the value scale and become more than a cheap manufacturing floor for the world? - What is the future of the energy industry? If coal was the energy of the 19th century and oil that of the 20th, will electricity rise to the challenge and power... Wed, 16 Sep 2009 17:37:04 http://gavekal.com/doc.cfm?id=5082&src=rss