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Elaine Yi

Meet Mr. Market (SmartMoney Magazine) | SmartMoney.com - 0 views

  • What is the return on marginal capital for InterActive's group of businesses
  • China is a huge secular story. By that I mean the long-term direction of the market is clear, even though in the short term there may be setbacks. It's cyclically extended, it looks like. And just as you pointed out, there's so much written about it that, I think, this has probably led to some overextension of investment into areas that probably don't warrant it. The Chinese economy is about the same size as the Italian economy. People don't get too worried about what Italy's doing. Of course, China's got a faster growth rate. And the combination of China, India, Russia, Brazil, Eastern Europe, Southeast Asian economies, that total complex of economies, together, is gonna be the source of most of the world's growth.
  • At some point, will there be a secular peak in oil production? Absolutely. Is it going to be in the next couple of years? I don't know.
  • ...2 more annotations...
  • are there companies that are in China now — investing in China, or have huge growth prospects in China — that the market isn't paying any attention to?
  • on't buy our bonds because they like us; they buy them because it's in their interest to do so.
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