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<title><![CDATA[MyStockVoice - BRIC]]></title>
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<title><![CDATA[More pain for US dollar as China & Brazil go bilateral (Economy)]]></title>
<description><![CDATA[Much was recently made of China&rsquo;s physical gold stock revelation &amp; rightly so. On a number of boards &amp; blogs, I have stated my view that China is trying desperately to move away from USD denominated debt &amp; will look at a multitude of ways of doing this.]]></description>
<link>http://www.mystockvoice.com/blog_details/8/more_pain_for_us_dollar_as_china_brazil_go_bilateral_economy.html</link>
<pubDate>Fri, 22 May 2009 22:35:00 +0100</pubDate>
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<title><![CDATA[Vale well positioned as Chinese steelmakers warm up (Commodities)]]></title>
<description><![CDATA[Companhia Vale do Rio Doce (Vale) (RIO) has recently been climbing back from lows caused by the severe drop in demand for its principle feedstock, iron ore. However, there are signs that the Brazilian mining giant may be turning the corner, as the Baltic Dry Index (BDI) has begun to show some activity off the back of speculation that the steel industry is picking up, particularly in Asia.]]></description>
<link>http://www.mystockvoice.com/blog_details/9/vale_well_positioned_as_chinese_steelmakers_warm_up_commodities.html</link>
<pubDate>Mon, 04 May 2009 22:37:00 +0100</pubDate>
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<title><![CDATA[The Long Case for Russia's Mobile Telesystems (Telecoms)]]></title>
<description><![CDATA[Although in Q4 2008, Mobile Telesystems [MTS] (MBT) suffered a disastrous $794.8 million foreign exchange loss to reflect book value of the company&rsquo;s foreign-denominated debt due to the weak ruble, there are plenty of signs Russia&rsquo;s largest mobile operator is worth investing in now. Revenue grew 4.0% to $2.42 billion from $2.33 billion a year ago, which is healthy in the current economic climate. Taking into account that the ruble declined by 16% against the dollar in the last three months of 2008, this is a signal that Mobile Telesystems is a very robust play indeed.]]></description>
<link>http://www.mystockvoice.com/blog_details/10/the_long_case_for_russias_mobile_telesystems_telecoms.html</link>
<pubDate>Sun, 03 May 2009 22:41:00 +0100</pubDate>
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<title><![CDATA[Petrobras Sets New Production Record (Energy)]]></title>
<description><![CDATA[Perennial favourite Petrobras (NYSE: PBR), has announced that in March of this year, it surpassed February&rsquo;s output record by 52,00 bpd. Last month, the Brazilian oil giant produced a record 1.99 million bpd from its domestic holdings. The increase has been attributed to a number of new wells in the offshore Campos Basin being brought into commercial production. Petrobras has also reported domestic production of combined oil &amp; gas for March reached 2.3 million bpd of oil equivalent, a 9.5% month on month icrease, adding in international operations, brings an enviable 2.5 million bpd production average for the month of March.]]></description>
<link>http://www.mystockvoice.com/blog_details/11/petrobras_sets_new_production_record_energy.html</link>
<pubDate>Tue, 28 Apr 2009 22:43:00 +0100</pubDate>
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<title><![CDATA[Nokia Receives an Official 3G Thumbs Up from China (Telecoms)]]></title>
<description><![CDATA[Following on from the distribution of 3G licences earlier this year for China&rsquo;s three mobile networks, China Mobile (CHL), China Telecom (CHA) and China Unicom (CHU), along with the convoluted technology demands imposed by the regulator, signs are that Nokia (NOK) will be sitting a little higher up the table at the tea party, as Chinese news portal Xinhua reports:]]></description>
<link>http://www.mystockvoice.com/blog_details/12/nokia_receives_an_official_3g_thumbs_up_from_china_telecoms.html</link>
<pubDate>Tue, 28 Apr 2009 22:46:00 +0100</pubDate>
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<title><![CDATA[Itaú-Unibanco: Riding High on Bank Consolidation (Banking & Finance)]]></title>
<description><![CDATA[Following the merger between the number four and number two banks in Brazil last November, the newly forged conglomerate, Ita&uacute;-Unibanco (ITU) is the frontrunner in a race for consolidation in the Brazilian banking market.]]></description>
<link>http://www.mystockvoice.com/blog_details/13/itauunibanco_riding_high_on_bank_consolidation_banking_finance.html</link>
<pubDate>Sun, 26 Apr 2009 22:48:00 +0100</pubDate>
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<title><![CDATA[Copper Prices Leave Producers feeling (Commodities)]]></title>
<description><![CDATA[With global copper prices sinking from a 2008 high of $4 per lb, down to today's miserly, $1.25 per lb, it is hardly surprising that the two major copper producing countries in South America are looking at ways to buoy up their operations. Last week, Peruvian president Alan Garcia dropped some strong hints that Peru and Chile should coordinate on copper production, in order to achieve greater control of prices on international markets.]]></description>
<link>http://www.mystockvoice.com/blog_details/18/copper_prices_leave_producers_feeling_commodities.html</link>
<pubDate>Tue, 10 Mar 2009 10:01:00 +0000</pubDate>
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<title><![CDATA[Dragon & Bear Agree $25B Handshake on Energy (Energy)]]></title>
<description><![CDATA[Having discussed the Byzantine workings of Russia&rsquo;s energy players in previous articles and also the direction that China has taken recently in securing strategic reserves, it was only a matter of time before the Dragon and the Bear came to an accord together. During a visit to China this week, Russian Deputy Prime Minister Igor Sechin has succeeded in bringing together a massive deal for Russian oil producers in Siberia.]]></description>
<link>http://www.mystockvoice.com/blog_details/22/dragon_bear_agree_25b_handshake_on_energy_energy.html</link>
<pubDate>Fri, 20 Feb 2009 10:14:00 +0000</pubDate>
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<title><![CDATA[China Mobile Announces 2009 Interim Results  (Telecoms)]]></title>
<description><![CDATA[China Mobile Limited (referred to below as the "Company", and together with its subsidiaries, the "Group") (HKEx: 941) (NYSE: CHL) announced its 2009 interim results today.]]></description>
<link>http://www.mystockvoice.com/blog_details/267/china_mobile_announces_2009_interim_results_telecoms.html</link>
<pubDate>Thu, 20 Aug 2009 08:12:53 +0100</pubDate>
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<title><![CDATA['BRIC' countries are trading more and relying less on West (Economy)]]></title>
<description><![CDATA[Just when you thought decoupling &mdash; one of the hottest economic theories in recent years &mdash; was dead and buried, it resurrects itself in a new, and even more controversial, form.]]></description>
<link>http://www.mystockvoice.com/blog_details/65/bric_countries_are_trading_more_and_relying_less_on_west_economy.html</link>
<pubDate>Mon, 15 Jun 2009 15:09:00 +0100</pubDate>
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<title><![CDATA[China plays down hopes for quick recovery (Commodities)]]></title>
<description><![CDATA[Li Yang, a former adviser to the People's Bank of China, the central bank, said he expected the world economy would need at least five years to fully get over the current recession.]]></description>
<link>http://www.mystockvoice.com/blog_details/66/china_plays_down_hopes_for_quick_recovery_commodities.html</link>
<pubDate>Mon, 15 Jun 2009 15:11:00 +0100</pubDate>
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<title><![CDATA[China factory output lifts hopes for world economy (Manufacturing)]]></title>
<description><![CDATA[China&rsquo;s May factory output rose more than forecast and retail sales growth accelerated, giving new impetus to investor hopes the world&rsquo;s third-largest economy can lead a global revival.]]></description>
<link>http://www.mystockvoice.com/blog_details/67/china_factory_output_lifts_hopes_for_world_economy_manufacturing.html</link>
<pubDate>Fri, 12 Jun 2009 15:12:00 +0100</pubDate>
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<title><![CDATA[ Mechel signs coking contracts with China, Japan & Korea (Industry)]]></title>
<description><![CDATA[Mechel OAO, one of the leading Russian mining and metals companies, announces signing of contracts for coking and steam coal supplies to Chinese, Japanese, and South Korean companies for 2009.]]></description>
<link>http://www.mystockvoice.com/blog_details/83/mechel_signs_coking_contracts_with_china_japan_korea_industry.html</link>
<pubDate>Sat, 25 Jul 2009 17:15:00 +0100</pubDate>
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<title><![CDATA[BT and Tata Communications sign global strategic voice services agreement (Telecoms)]]></title>
<description><![CDATA[BT Group and Tata Communications Ltd. have signed a major voice services agreement that will allow two of the world&rsquo;s largest providers of voice and IP services to mutually benefit from shared resources as part of a global supply arrangement.]]></description>
<link>http://www.mystockvoice.com/blog_details/92/bt_and_tata_communications_sign_global_strategic_voice_services_agreement_telecoms.html</link>
<pubDate>Sat, 25 Jul 2009 18:37:00 +0100</pubDate>
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<title><![CDATA[Credit Suisse Raises Emerging Asia Growth Expectation (Economy)]]></title>
<description><![CDATA[Credit Suisse (NYSE : CS) economists expect the growth outlook of most emerging Asia countries to improve in the second half of 2009 as the global economy slowly moves into a healing phase. In a recently published Emerging Markets Quarterly Q3 2009 report, Credit Suisse revised up its 2009 GDP growth forecasts for the region to 4.7% from 4.4% for 2009, and to 7.3% from 6.7% for 2010 .]]></description>
<link>http://www.mystockvoice.com/blog_details/99/credit_suisse_raises_emerging_asia_growth_expectation_economy.html</link>
<pubDate>Thu, 25 Jun 2009 09:37:00 +0100</pubDate>
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<title><![CDATA[HSBC receives final approval for Chinese insurance JV (Banking & Finance)]]></title>
<description><![CDATA[HSBC Insurance (Asia) Limited (HSBC Insurance) has received final approval from the China Insurance Regulatory Commission (CIRC) to launch a jointly held insurance company with Beijing-based National Trust Limited (National Trust).]]></description>
<link>http://www.mystockvoice.com/blog_details/108/hsbc_receives_final_approval_for_chinese_insurance_jv_banking_finance.html</link>
<pubDate>Tue, 09 Jun 2009 10:30:00 +0100</pubDate>
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<title><![CDATA[LDK Solar bullish on 2nd quarter (Energy)]]></title>
<description><![CDATA[LDK Solar Co (NYSE: LDK), a leading manufacturer of multicrystalline solar wafers, today provided an updated outlook for the second quarter endedJune 30, 2009. For the second quarter of 2009,LDK Solar estimates shipments between 220 and 230 megawatts ("MW"). This compares to its previously issued guidance for the second quarter of 2009 of wafer shipments in the range of 200 to 220 MW. The company expects to record between$215and$225 millionin revenues.]]></description>
<link>http://www.mystockvoice.com/blog_details/110/ldk_solar_bullish_on_2nd_quarter_energy.html</link>
<pubDate>Thu, 02 Jul 2009 10:51:00 +0100</pubDate>
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<title><![CDATA[PetroChina Acquires Keppel's Stake in Singapore Petroleum Company (Energy)]]></title>
<description><![CDATA[PetroChina Company Limited (NYSE : PTR) announced today that it, has entered into a conditional agreement with Keppel Oil and Gas Services Pte Ltd, a wholly owned subsidiary of Keppel Corporation Limited , to acquire its entire shareholding in Singapore Petroleum Company Limited (&ldquo;SPC&rdquo;) representing approximately 45.51% of the total issued share capital of SPC for a cash consideration of S$6.25 per share.&nbsp; If and when the acquisition is completed, subject to Chinese regulatory approvals, PetroChina International (Singapore)&nbsp; intends to make a Mandatory General Offer for the remaining shares of SPC.]]></description>
<link>http://www.mystockvoice.com/blog_details/116/petrochina_acquires_keppels_stake_in_singapore_petroleum_company_energy.html</link>
<pubDate>Sun, 24 May 2009 11:09:00 +0100</pubDate>
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<title><![CDATA[PetroChina Reports upbeat results for Q1 2009 (Energy)]]></title>
<description><![CDATA[PetroChina Company Limited (NYSE : PTR) reported that in the first quarter of 2009, the Company continued to focus on its development, despite a challenging and difficult environment including the spread and intensification of the global financial crisis, low international crude oil prices, declining domestic demand for oil and petrochemical products, and increasingly intense market competition. PetroChina succeeded in reporting quarter-on-quarter growth and showing month-on-month improvement within the quarter in its operating performance indicators. The Company&rsquo;s production and operations remained stable and continued their development momentum.]]></description>
<link>http://www.mystockvoice.com/blog_details/117/petrochina_reports_upbeat_results_for_q1_2009_energy.html</link>
<pubDate>Mon, 01 Jun 2009 11:13:00 +0100</pubDate>
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<title><![CDATA[China : WSP Holdings Acquires Steel Billet Manufacturing Assets (Manufacturing)]]></title>
<description><![CDATA[WSP Holdings Limited (NYSE:WH) a leading Chinese manufacturer of API (American Petroleum Institute) and non-API seamless casing, tubing and drill pipes used in oil and natural gas exploration, drilling and extraction, has announced that it established a company through its wholly-owned subsidiary in northeast China to produce steel billet and ensure steady supplies for its growing OCTG manufacturing capacities.]]></description>
<link>http://www.mystockvoice.com/blog_details/118/china_wsp_holdings_acquires_steel_billet_manufacturing_assets_manufacturing.html</link>
<pubDate>Tue, 02 Jun 2009 11:17:00 +0100</pubDate>
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<title><![CDATA[Strong Increase in Revenue Drives ZTE’s Growing Global Market Position (Telecoms)]]></title>
<description><![CDATA[ZTE Corporation (&ldquo;ZTE&rdquo; or the &ldquo;Group&rdquo;) (A share : 000063.SZ /H share : 0763.HK), a leading global provider of telecommunications equipment and network solutions, today announced its Interim results through 30 June 2009. ZTE recorded a revenue of RMB27.7 billion in the first half year of 2009, representing an increase of 40.4% against the same period of 2008 according to ASBEs and HKAS. Net profit was RMB780 million, a year-on-year growth of 40.5 %. Basic earnings per share were RMB 0.45.]]></description>
<link>http://www.mystockvoice.com/blog_details/266/strong_increase_in_revenue_drives_ztes_growing_global_market_position_telecoms.html</link>
<pubDate>Wed, 19 Aug 2009 18:40:34 +0100</pubDate>
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<title><![CDATA[MTS and Nokia Enter Strategic Partnership (Telecoms)]]></title>
<description><![CDATA[Mobile TeleSystems OJSC (NYSE: MBT), the largest mobile phone operator in Russia and the CIS, and Nokia (NYSE: NOK) havesigned a memorandum of understanding on the direct delivery of Nokia devices to MTS&rsquo; retail network. The first joint project of the two companies will be the priority sales launch of Nokia N97, Nokia's flagship mobile computer, equipped with exclusive software from MTS.]]></description>
<link>http://www.mystockvoice.com/blog_details/134/mts_and_nokia_enter_strategic_partnership_telecoms.html</link>
<pubDate>Fri, 05 Jun 2009 08:32:00 +0100</pubDate>
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<title><![CDATA[Shanda to Purchase Majority Stake In Hurray! (Technology & Media)]]></title>
<description><![CDATA[Shanda Interactive Entertainment Limited (or Shanda) (NASDAQ: SNDA), a leading interactive entertainment media company in China, and Hurray! Holding Co., Ltd. (or Hurray!) (NASDAQ: HRAY), a leader in artist development, music production and wireless music distribution and other wireless value-added services in China, today announced that they have entered into a definitive agreement under which Shanda, through a wholly-owned subsidiary, will commence a tender offer to acquire 51% of the total outstanding ordinary shares of Hurray! on a fully diluted basis (including shares represented by the American Depositary Shares of Hurray! (&ldquo;ADSs&rdquo;)) at a price of US$0.04 per ordinary share (or US$4.00 per ADS).]]></description>
<link>http://www.mystockvoice.com/blog_details/157/shanda_to_purchase_majority_stake_in_hurray_technology_media.html</link>
<pubDate>Mon, 08 Jun 2009 11:25:00 +0100</pubDate>
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<title><![CDATA[Russian & Chinese MNCs will see inevitable adjustments in overseas expansion (Economy)]]></title>
<description><![CDATA[SKOLKOVO Institute for Emerging Market Studies releases an analytical survey &ldquo;Global Expansion of Emerging Multinationals: Post-Crisis Adjustment&rdquo;. The survey reviews the activities of the active participants of this process &ndash; Russian and Chinese multinational companies (MNCs) &ndash; and analyses the impact of the economic slowdown on expansion, performance and role of these companies under the new conditions.]]></description>
<link>http://www.mystockvoice.com/blog_details/161/russian_chinese_mncs_will_see_inevitable_adjustments_in_overseas_expansion_economy.html</link>
<pubDate>Fri, 22 May 2009 15:44:00 +0100</pubDate>
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<title><![CDATA[JA Solar Announces First Quarter 2009 Financial Results (Energy)]]></title>
<description><![CDATA[JA Solar Holdings Co., Ltd., (Nasdaq: JASO) a leading manufacturer of high-performance solar products, today announced financial results for its first quarter ended March 31, 2009.]]></description>
<link>http://www.mystockvoice.com/blog_details/163/ja_solar_announces_first_quarter_2009_financial_results_energy.html</link>
<pubDate>Tue, 19 May 2009 20:33:00 +0100</pubDate>
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<title><![CDATA[Emerging markets to lead global recovery (Economy)]]></title>
<description><![CDATA[Bank of America Securities -Merrill Lynch (NYSE:BAC) has hiked up its global economic growth forecasts for 2010 on the back of signs of recovery in the United States and China.]]></description>
<link>http://www.mystockvoice.com/blog_details/164/emerging_markets_to_lead_global_recovery_economy.html</link>
<pubDate>Wed, 08 Jul 2009 10:29:00 +0100</pubDate>
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<title><![CDATA[BRIC & Emerging Markets review (Economy)]]></title>
<description><![CDATA[Since the beginning of March we see the growing stock markets rally and investors have been again focused on emerging markets. The growth in emerging stock markets have beaten developed markets. Strengthening of more than 50% is much more than in the rest of the world.]]></description>
<link>http://www.mystockvoice.com/blog_details/165/bric_emerging_markets_review_economy.html</link>
<pubDate>Thu, 25 Jun 2009 09:51:00 +0100</pubDate>
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<title><![CDATA[Infrastructure sharing to have a major impact in emerging markets in 2009? (Telecoms)]]></title>
<description><![CDATA[More details are emerging about the long-expected infrasructure sharing deal between Indian cellcos ]]></description>
<link>http://www.mystockvoice.com/blog_details/173/infrastructure_sharing_to_have_a_major_impact_in_emerging_markets_in_2009gtelecoms.html</link>
<pubDate>Thu, 16 Apr 2009 13:29:00 +0100</pubDate>
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<item>
<title><![CDATA[Ad-driven MVNO concept ailing in Europe but set to succeed in India? (Telecoms)]]></title>
<description><![CDATA[In March, I chewed over the question of whether India or one or more markets in Africa would be the most likely setting for genuinely successful MVNOs to gain traction. I came down on the side of India, notwithstanding the fact that earlier the same month I had ]]></description>
<link>http://www.mystockvoice.com/blog_details/175/addriven_mvno_concept_ailing_in_europe_but_set_to_succeed_in_indiagtelecoms.html</link>
<pubDate>Thu, 11 Jun 2009 13:32:00 +0100</pubDate>
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<item>
<title><![CDATA[Vale strikes JV to power bio-fuel for own operations (Energy)]]></title>
<description><![CDATA[Vale (NYSE:VALE) has just taken another step towards more sustainable energy use. The Brazilian mining giant has announced&nbsp; a partnership with Biopalma da Amaz&ocirc;nia S.A. to produce palm oil, which from 2014 onwards will be used to make biodiesel, in the northern-central region of Par&aacute; State, Brazil.]]></description>
<link>http://www.mystockvoice.com/blog_details/179/vale_strikes_jv_to_power_biofuel_for_own_operations_energy.html</link>
<pubDate>Wed, 24 Jun 2009 14:18:00 +0100</pubDate>
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<title><![CDATA[ Gartner predicts Indian mobile service revenues to exceed $30 Billion by 2013 (Telecoms)]]></title>
<description><![CDATA[Total mobile services revenue in India is projected to grow at a compound annual growth rate (CAGR) of 12.5 percent from 2009-2013 to exceed US$30 billion, according to Gartner, Inc. The India mobile subscriber base is set to exceed 771 million connections by 2013, growing at a CAGR of 14.3 percent in the same period from 452 million in 2009. This growth is poised to continue through the forecast period, and India is expected to remain the world&rsquo;s second largest wireless market after China in terms of mobile connections.]]></description>
<link>http://www.mystockvoice.com/blog_details/183/gartner_predicts_indian_mobile_service_revenues_to_exceed_30_billion_by_2013_telecoms.html</link>
<pubDate>Thu, 18 Jun 2009 13:19:00 +0100</pubDate>
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<title><![CDATA[Lenovo looks to India & Emerging Markets for next phase of growth (Technology & Media)]]></title>
<description><![CDATA[Chinese personal computer giant Lenovo has aggressive plans for its global business and is looking at its India operations to lead its thrust in emerging markets.]]></description>
<link>http://www.mystockvoice.com/blog_details/185/lenovo_looks_to_india_emerging_markets_for_next_phase_of_growth_technology_media.html</link>
<pubDate>Fri, 17 Jul 2009 20:40:00 +0100</pubDate>
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<title><![CDATA[Macquarie Research points to more demand from China (Commodities)]]></title>
<description><![CDATA[The past week has seen the release of some figures on China&rsquo;s economic performance that Macquarie Research describes as &ldquo;stunning, underscoring the unmitigated success of its fiscal and monetary stimulus package.&rdquo;]]></description>
<link>http://www.mystockvoice.com/blog_details/189/macquarie_research_points_to_more_demand_from_china_commodities.html</link>
<pubDate>Sat, 18 Jul 2009 17:00:00 +0100</pubDate>
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<title><![CDATA[New E-Commerce Player, Buynow Online Store Formally Launched In China (Technology & Media)]]></title>
<description><![CDATA[It is exciting to see the pace at which ecommerce is developing in China. Today, Chinese technology products retail chain Buynow has formally launched its online store Buynow.com.cn.]]></description>
<link>http://www.mystockvoice.com/blog_details/278/new_ecommerce_player_buynow_online_store_formally_launched_in_china_technology_media.html</link>
<pubDate>Sun, 23 Aug 2009 13:27:12 +0100</pubDate>
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<title><![CDATA[NSE India market update for 24 Aug 09... (Economy)]]></title>
<description><![CDATA[You want me to place my bets in this upmove? See the FII/DII data &ndash; the purchasing by the FIIs does not at the moment show too much of enthusiasm. The markets are perhaps&nbsp; being forced to be kept range bound &ndash; and that may remains so till the expiry. On Friday the markets moved up with a sudden drop in open interest in 4500 Calls. Now the range may be dictated by a different level in Nifty but all the same the range is likely to remain till such manipulations disappear. The second factor working in favour of the markets at the moment (negate the China factor) is the fact the globally there is a talk of being high and dry out of recession. The results coming out an the various forecasts may be pointing towards that. Finally all the world markets are waiting for me to become bullish &ndash; it is only then the bears will get a signal to strike. It will be when you me and the tom around the corner&nbsp; is convinced that we are out of the woods and when we reach the other bank &ndash; we will stare with complete disbelief and the markets will fall. That they are not falling means that everyone is still not board the bull bus.]]></description>
<link>http://www.mystockvoice.com/blog_details/280/nse_india_market_update_for_24_aug_09_economy.html</link>
<pubDate>Mon, 24 Aug 2009 03:23:24 +0100</pubDate>
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<title><![CDATA[NSE India market update for 25 Aug 09... (Banking & Finance)]]></title>
<description><![CDATA[So we have the same situation wherein the FIIs are having a ball of the time purchasing and the DIIs seem to have resigned to the idea that the upswing is here to stay and it is best to board the bus. The run up seems to be here to stay for the time being atleast. The entire world is getting convinced that the upswing is there to stay. Mind you that if we do test 4700 this time around then it would be the third time this level will be tested and if it breaks &ndash; which is likely &ndash; then the upper limit is way up.]]></description>
<link>http://www.mystockvoice.com/blog_details/283/nse_india_market_update_for_25_aug_09_banking_finance.html</link>
<pubDate>Mon, 24 Aug 2009 19:13:29 +0100</pubDate>
<guid isPermaLink="false">http://www.mystockvoice.com/magicSite_feed_generator/blog/list_blogs/283.xml</guid>
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<title><![CDATA[The Conclusion: Beating a Dead Horse (to Death) (Economy)]]></title>
<description><![CDATA[My recent &ldquo;Beating the Dead Horse&rdquo; article ended with a very insightful conclusion &ldquo;Need I say more?&rdquo;.&nbsp; I received a dozen emails that said &ndash; you DO need to say more.&nbsp; So here I am saying more:]]></description>
<link>http://www.mystockvoice.com/blog_details/286/the_conclusion_beating_a_dead_horse_to_death_economy.html</link>
<pubDate>Thu, 27 Aug 2009 09:09:49 +0100</pubDate>
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<title><![CDATA[Vodafone steps up to the plate, backed up by Emerging Markets (Telecoms)]]></title>
<description><![CDATA[Recently Vodafone Group (NYSE:VOD) released an interim management statement that considering the current economic climate, I consider to be pretty upbeat. I have been a long term holder of Vodafone stock on the London Stock Exchange &amp; have&nbsp;over the last year traded the NYSE traded ADR up &amp; down on swings. However with the current market, I am now looking for some growth &amp; value plays. Looking a little closer at the report &amp; doing some quick analysis of some of the major themes contained, I am now quite bullish on VOD going forward &amp; will be picking up some shares for my investment portfolio. As of writing Vodafone was trading at &pound;121.00 in London &amp; $19.64 in New York.]]></description>
<link>http://www.mystockvoice.com/blog_details/284/vodafone_steps_up_to_the_plate_backed_up_by_emerging_markets_telecoms.html</link>
<pubDate>Mon, 24 Aug 2009 20:01:55 +0100</pubDate>
<guid isPermaLink="false">http://www.mystockvoice.com/magicSite_feed_generator/blog/list_blogs/284.xml</guid>
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<title><![CDATA[Beating a Dead Horse (Economy)]]></title>
<description><![CDATA[I know, I may sound like I&rsquo;m beating a dead horse how much printer cartridge can one spill over China?&nbsp; &ndash; but I have a very high burden of proof to overcome.&nbsp;]]></description>
<link>http://www.mystockvoice.com/blog_details/288/beating_a_dead_horse_economy.html</link>
<pubDate>Thu, 27 Aug 2009 09:22:20 +0100</pubDate>
<guid isPermaLink="false">http://www.mystockvoice.com/magicSite_feed_generator/blog/list_blogs/288.xml</guid>
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<title><![CDATA[China Telecom Launches First China-India Terrestrial Cable (Telecoms)]]></title>
<description><![CDATA[China Telecom Americas, the largest international subsidiary of China Telecom Corporation Limited, announced that its parent company has launched the first terrestrial broadband cable transmission system between China and India.]]></description>
<link>http://www.mystockvoice.com/blog_details/290/china_telecom_launches_first_chinaindia_terrestrial_cable_telecoms.html</link>
<pubDate>Thu, 27 Aug 2009 10:27:40 +0100</pubDate>
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<title><![CDATA[Infosys wins 5 year outsourcing deal with BP (Technology & Media)]]></title>
<description><![CDATA[Infosys Technologies will manage and operate a large portion of business  systems for BP, one of the world&rsquo;s largest oil and gas companies, under the  terms of a five-year applications outsourcing and support agreement.]]></description>
<link>http://www.mystockvoice.com/blog_details/291/infosys_wins_5_year_outsourcing_deal_with_bp_technology_media.html</link>
<pubDate>Thu, 27 Aug 2009 10:39:39 +0100</pubDate>
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<title><![CDATA[China Telecom's H1 profit down 27.5 pct (Telecoms)]]></title>
<description><![CDATA[BEIJING, Aug. 27, 2009 (Xinhua News Agency) -- China Telecom Corp, Ltd, China's largest fixed line service provider, said Thursday that net profits fell 27.5%&nbsp; from a year earlier in the first half of this year on losses of fixed-line subscribers and increased costs on mobile services.]]></description>
<link>http://www.mystockvoice.com/blog_details/294/china_telecoms_h1_profit_down_275_pct_telecoms.html</link>
<pubDate>Thu, 27 Aug 2009 12:40:56 +0100</pubDate>
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<title><![CDATA[US tyre duties abuse of WTO safeguard (Economy)]]></title>
<description><![CDATA[A U.S. decision to impose added duty on Chinese-made tyres is an abuse of World Trade Organisation safeguardmeasures, the Chinese&nbsp;commerce ministry said on Tuesday.&nbsp;]]></description>
<link>http://www.mystockvoice.com/blog_details/358/us_tyre_duties_abuse_of_wto_safeguard_economy.html</link>
<pubDate>Tue, 15 Sep 2009 05:57:23 +0100</pubDate>
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<title><![CDATA[Heads Operators win, Tails I loose… Update for 28 Aug 09… (Economy)]]></title>
<description><![CDATA[I would like to first get up and salute the perfect manner in which the closing of the markets was planned out that we hit the nail on the head.&nbsp; It is phenomenal to see the markets singing to the tune of whomsoever the operators are. The markets were supposed to be range bound &ndash; basically due to the open interest that was there at the levels of 4600 and 4700.&nbsp;]]></description>
<link>http://www.mystockvoice.com/blog_details/324/heads_operators_win_tails_i_loose_update_for_28_aug_09_economy.html</link>
<pubDate>Fri, 28 Aug 2009 02:05:22 +0100</pubDate>
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<title><![CDATA[Another First Step for China: Foreign Listings  (Economy)]]></title>
<description><![CDATA[A lot of "first steps" coming out of China of late - yet another interesting one just announced. With the high savings rate and wealth of the Chinese people (along with the indexes surging each time China turns on the loan spigots), I'd expect multinationals to leap at this opportunity to tap a new avenue of capital.Now the ultimate step will be when China allows its multiple markets to be fully open to foreign investors and allows shorting within its market. Then perhaps the great discrepancy between company values in the Chinese indexes versus Hong Kong would go away and their markets would take on more of a rational sensibility.   [Oct 13, 2007: Shanghai the Mystical Land of Premium Valuations]Baby steps for a growing giant... via Financial Times]]></description>
<link>http://www.mystockvoice.com/blog_details/381/another_first_step_for_china_foreign_listings_economy.html</link>
<pubDate>Thu, 17 Sep 2009 08:26:43 +0100</pubDate>
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<title><![CDATA[Brazilian banking, a two horse race - ITUB / BBD (Banking & Finance)]]></title>
<description><![CDATA[Brazilian banks have been on a tear this year, with both  Itau-Unibanco &amp; Banco de Bradesca returning more than 100% year to date. As  the "B" in BRIC, Brazil is thought by economists to be coming out of it's recession, with The Economist stating that the country could see a return to 4%-5% in 2010, as Brazil is less dependant on the US as an export market &amp; is forging ties in Asia, notably with China on energy accords.]]></description>
<link>http://www.mystockvoice.com/blog_details/330/brazilian_banking_a_two_horse_race_itub_bbd_banking_finance.html</link>
<pubDate>Tue, 01 Sep 2009 10:31:16 +0100</pubDate>
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<title><![CDATA[Mobile Content in Russia. New players involved: MTS Omlet, Megafon Trava. (Telecoms)]]></title>
<description><![CDATA[Mobile content becomes one of the most interesting areas for MNOs. Many MNOs in Russia are considering ways for their portals improvement in order to distribute multimedia content. Initially it was a niche piece of Internet market. At the moment that initial players are leaders in this area but all could change very rapidly as MNOs are invading this market. Fidel.ru and Soundkey at the moment have about 70% of the market. Other players are imobilko.ru, muz.ru, stereokiller.ru.MTS Omlet was launched about half a year ago and rapidly increases its popularity by massive advertisement and comfortable payment schemes. MTS anounced its big interest in this new area: multimedia content for PC and Mobiles. Mobile Content is one of the biggest trends now and stands among Mobile Advertisement and Mobile Commerce. While Mobile Ads and m-Commerce are still very immature markets, Mobile Content has already achieved senior level of maturity. Hence it gets more interest from MNOs. They have to develop their business and in the current downtime there are no many ways to do that.Main drivers for Contet market growth:1. Growing Russian Internet base.2. Growing erudition and device capabilities awareness.3. Growing legal content market share and Government pressure in content legalization.4. MNOs become broadband ISPs and they are interested in getting money not only from access.I think it is really good time for getting into this business with small investments (the crisis made all thing cheaper) and protect future incomes. It is clear that MNOs income could be increased not from big increase in penetration but from new services (Mobile Internet, Content, Advertisement, Commerce). And this becomes very important strategic task to take place in the markets of new trends in order to be able to have quick win there later.Recently Megafon anounced it's plans to launch multimedia Content Portal Trava (like Grass). It seems that they chose the similiar to MTS business model. I think we will see interesting competition soon. Beeline is taking a long pause regarding its plans in this area but it seems they simply don't have resources for a new business direction development. Government held SvyazInvest should think about this area too - they have really big Internet subscribers base and many of them are buying content through Internet. Why not to earn that money too?MNOs and Internet companies are not the only competitors here. The major players in this competition are handset and devices vendors. Just look at Apple iTunes, Nokia OVI store and you will see many more interested in Content business.So, Internet companies, MNOs, ISPs, Vendors will be developing Content Portals and compete for the End Users. All of them have their pros and cons. Probably, the winner will be some partnered project. It could decrease investments and risks and increase end user value (and hence revenue for parties involved).Some estimations of this area:Fidel turnover is $400k in 2008, 2009 estimated at $570k, 2010 estimated at $1 mlnFidel and Soundkey both have about 70% market shareMTS investments in Omlet are estimated at $5 mlnsDigital content market size is estimated at $2,4 blns (J'Son &amp; Partners)Additional information (in Russian) could be found in this Vedomosti issue http://www.vedomosti.ru/newspaper/article.shtml?2009/09/01/212300, http://ruformator.ru/news/article05950/default.asp and here http://hostinfo.ru/articles/business/rubric160/1540/.Thanks,Denis.]]></description>
<link>http://www.mystockvoice.com/blog_details/332/mobile_content_in_russia_new_players_involved_mts_omlet_megafon_trava_telecoms.html</link>
<pubDate>Tue, 01 Sep 2009 14:34:05 +0100</pubDate>
<guid isPermaLink="false">http://www.mystockvoice.com/magicSite_feed_generator/blog/list_blogs/332.xml</guid>
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<title><![CDATA[(NYSE: T) AT&T eyes 25% stake in India's BSNL (Telecoms)]]></title>
<description><![CDATA[According to the Economic Times of India, domestic US  telecom giant AT&amp;T is in talks with&nbsp;state controlled&nbsp;Bharat Sanchar Nigam (BSNL)&nbsp;regarding placing an investment, that would see the company&nbsp;make a comeback in&nbsp;one of the fastest growing telecoms sectors. With mobile penetration advancing from 2% in 2005 to over 40% in 2009, still leaving plenty of room for growth.]]></description>
<link>http://www.mystockvoice.com/blog_details/333/nyse_t_att_eyes_25_stake_in_indias_bsnl_telecoms.html</link>
<pubDate>Wed, 02 Sep 2009 11:40:48 +0100</pubDate>
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<title><![CDATA[App Store wars coming to China with CHU, CHL & CHA (Telecoms)]]></title>
<description><![CDATA[Whilst China Mobile and China Telecom are devoting marketing budgets into their online mobile phone application stores, China Unicom &nbsp;is also developing an online store focusing on WCDMA cell phones, reported Shanghai Securities News.]]></description>
<link>http://www.mystockvoice.com/blog_details/339/app_store_wars_coming_to_china_with_chu_chl_cha_telecoms.html</link>
<pubDate>Thu, 03 Sep 2009 11:29:57 +0100</pubDate>
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<title><![CDATA[Chinese Numbers Are Starting to Look as Skewed as Ours (Banking & Finance)]]></title>
<description><![CDATA[It is hard to take the Chinese data at face value, much like in the U.S., (any country that can have nearly double digit revenue growth while their electricity usage falls has a magic trick I'd like to see), but the most important data point in my eyes at this point is loan growth.]]></description>
<link>http://www.mystockvoice.com/blog_details/382/chinese_numbers_are_starting_to_look_as_skewed_as_ours_banking_finance.html</link>
<pubDate>Thu, 17 Sep 2009 08:28:32 +0100</pubDate>
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<title><![CDATA[Basmati rice exports from India under threat (Commodities)]]></title>
<description><![CDATA[Indian Basmati rice exporters are trying to fend off fresh threats to their business with Iran. The threats are being fuelled by media reports in&nbsp;Iran that the rice varieties, especially the Pusa 1121 variety, was genetically modified, chemically treated and harmful to health. The industry has breifed commerce secretary Rahul Khullar on the subject and urged government intervention at the appropriate level.&nbsp;]]></description>
<link>http://www.mystockvoice.com/blog_details/360/basmati_rice_exports_from_india_under_threat_commodities.html</link>
<pubDate>Tue, 15 Sep 2009 06:06:13 +0100</pubDate>
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<title><![CDATA[Indian Reserve Bank will tighten monetary policy to combat inflation fears (Economy)]]></title>
<description><![CDATA[The Reserve Bank of India is likely to start monetary tightening in the first half of 2010. A deficient monsoon season has hurt the&nbsp;agricultural sector and complicated India&rsquo;s recovery path. The government will gradually restore fiscal discipline and allow market forces to play a larger role in economic development. As growth regains momentum, the new concern is inflation.&nbsp;]]></description>
<link>http://www.mystockvoice.com/blog_details/371/indian_reserve_bank_will_tighten_monetary_policy_to_combat_inflation_fears_economy.html</link>
<pubDate>Tue, 15 Sep 2009 14:44:07 +0100</pubDate>
<guid isPermaLink="false">http://www.mystockvoice.com/magicSite_feed_generator/blog/list_blogs/371.xml</guid>
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<title><![CDATA[China's appetite for raw materials companies not waning (Commodities)]]></title>
<description><![CDATA[With this years iron ore contract prices still up in the air, many Chinese steelmakers are taking a different approach, rather than wait on Rio Tinto, BHP Billiton &amp; Vale to make an accord with the China Iron  &amp; Steel Association. The alternate route is to find small and medium-sized Australian miners for equity cooperation to enable them to avoid having much to do with the world's three monster iron ore providers.&nbsp;Business data provider Dealogic says that Chinese companies' planned &amp; completed investment in Australian mining firms has reached $9.7 billion so far in 2009, about triple that in 2008, &amp; the trend is gathering pace. Most small and medium-sized iron ore projects in Australia are open to foreign investment, and are now under increasing Chinese scrutiny. China's steel firms have technological advantages and attractive demand, but it is their solid finances that these mining companies find truly attractive.&nbsp;In early&nbsp;September, Baotou Iron  &amp; Steel (Baogang) set up a joint venture company with the Australian iron ore exploration company Centrex Metals (ASX:CXM) on the Bungalow Magnetite project, aiming to establish a project with an annual output of three million tons of fine ores. Baogang&nbsp;is required to&nbsp;invest AU$40 million, paid in three phases, and as a result, will gain a&nbsp;50% stake in the project.&nbsp;Late August&nbsp;saw Australian miner Aquila Resources&nbsp;(ASX:AQA)&nbsp;signing a strategic cooperation agreement with China's largest steel group Baosteel to develop iron ore, coal and manganese projects. Baosteel will invest AU$285.6 million to obtain a direct 15% stake in Aquila through the placement of 43.95 million shares at AU$6.50 per share, making Baosteel its second largest shareholder. The deal marks Baosteel first direct investment in an Australian mining company.]]></description>
<link>http://www.mystockvoice.com/blog_details/372/chinas_appetite_for_raw_materials_companies_not_waning_commodities.html</link>
<pubDate>Tue, 15 Sep 2009 18:20:15 +0100</pubDate>
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<title><![CDATA[Vivendi targets Brazil for broadband growth (Telecoms)]]></title>
<description><![CDATA[French communications and entertainment group Vivendi has launched a takeover bid for Brazilian broadband operator GVT, valuing the company at BRL 5.4 billion (EUR 2.0 billion). The move shifts Vivendi's telecoms focus from France's SFR and Africa, where it controls a number of operators through Moroccan incumbent Maroc Telecom, to a new market where it has no presence, Latin America. While the move may be surprising, the growth prospects on the Brazilian broadband market and GVT's position at the top end of the market suggest that the acquisition, if successful, should prove profitable. Brazil is one of the fastest growing broadband markets in the world. According to the latest statistics from the Broadband World Forum, the country had 10.5 million lines at the end of June, making it the ninth largest broadband market in the world. The market grew by 4% sequentially in Q2 and was up 23.2% from a year earlier in H1.]]></description>
<link>http://www.mystockvoice.com/blog_details/373/vivendi_targets_brazil_for_broadband_growth_telecoms.html</link>
<pubDate>Wed, 16 Sep 2009 05:22:23 +0100</pubDate>
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<title><![CDATA[Solar Is Gaining Momentum: Will the U.S. Be Left in the Dark? (Energy)]]></title>
<description><![CDATA[A lot of cross currents in the solar patch the past week; to reiterate, I like the "sector" in terms of long-term growth (U.S. and China have yet to begin to scratch the surface of ultimate demand) but I find investing in the sector a high risk game akin to gambling. Most of these stocks are populated by day trading types whose holding period is akin to... well, I suppose HAL9000. They are scary to short as well, because at any moment if oil pops, the solar stocks can jump 15% in a session.I called for a major purge in the group a few years back   [Jan 3, 2008: The Long Term in Solar], as far too much capacity has come online and I would prefer to see this space consolidated down to a handful of industry giants. Then it should become easier to invest in.Speaking of glut, according to Digitimes, there is a potential that half of existing solar manufacturers might be gone by the end of 2010. That would actually be a good step for the long term in my eyes.]]></description>
<link>http://www.mystockvoice.com/blog_details/383/solar_is_gaining_momentum_will_the_us_be_left_in_the_darkgenergy.html</link>
<pubDate>Thu, 17 Sep 2009 08:41:48 +0100</pubDate>
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<title><![CDATA[Vankor Field Produced Its First Million Tons of Crude for Rosneft subsidiary (Energy)]]></title>
<description><![CDATA[First million tons of crude oil has been produced at Vankor oil and gas field in the Krasnoyarsk Territory, while daily output at the field increased to 20,000 tons (146,000 barrels).]]></description>
<link>http://www.mystockvoice.com/blog_details/387/vankor_field_produced_its_first_million_tons_of_crude_for_rosneft_subsidiary_energy.html</link>
<pubDate>Thu, 17 Sep 2009 09:06:51 +0100</pubDate>
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<title><![CDATA[Viva Brasilia as ADR issues heat up banking sector (Banking & Finance)]]></title>
<description><![CDATA[State controlled banking behemoth Banco de Brasil has been involved in a three way battle with it's private peers Itau-Unibanco &amp; Banco de Bradesco for some time for dominance in the growing domestic banking  sector. Having surpassed ITUB in the second quarter, mainly due to lower interest rates attracting borrowers, Banco de Brasil has now announced that is looking to change it's stance regards international stockholders.]]></description>
<link>http://www.mystockvoice.com/blog_details/390/viva_brasilia_as_adr_issues_heat_up_banking_sector_banking_finance.html</link>
<pubDate>Fri, 18 Sep 2009 06:11:02 +0100</pubDate>
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<title><![CDATA[China Mobile should dominate e-reader market (Technology & Media)]]></title>
<description><![CDATA[Following the digital trend in the West &amp; with  internet connectivity set to become ubiquitous via 3G launches by all the three  major mobile operators in the near term, a number of domestic companies are  jumping on the e-reader bandwagon, that has been rocking this year with Amazon's  Kindle. This could be an astute move, as the Chinese market has the potential to  become the largest market for the devices globally.]]></description>
<link>http://www.mystockvoice.com/blog_details/392/china_mobile_should_dominate_ereader_market_technology_media.html</link>
<pubDate>Sat, 19 Sep 2009 10:26:26 +0100</pubDate>
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<title><![CDATA[Moody's upgrade could see increased international trading of Brazilian finance stocks (Economy)]]></title>
<description><![CDATA[If Brazil's sovereign rating gets its upgrade to investment grade from Moody's there could be a push towards more foreign trading of the country's bank stocks, as well as a spark for a secondary market, Moody's VP and senior analyst on Brazilian banks Ceres Lisboa told BNamericas.]]></description>
<link>http://www.mystockvoice.com/blog_details/394/moodys_upgrade_could_see_increased_international_trading_of_brazilian_finance_stocks_economy.html</link>
<pubDate>Tue, 22 Sep 2009 08:06:16 +0100</pubDate>
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<title><![CDATA[China North East acquires Tiancheng to expand vertical integration (Energy)]]></title>
<description><![CDATA[&nbsp;]]></description>
<link>http://www.mystockvoice.com/blog_details/411/china_north_east_acquires_tiancheng_to_expand_vertical_integration_energy.html</link>
<pubDate>Fri, 02 Oct 2009 09:55:13 +0100</pubDate>
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<title><![CDATA[TNK-BP Endorses $1 Billion Yamal Investment (Energy)]]></title>
<description><![CDATA[TNK-BP today announced important investment decisions made at the meeting of the Board of Directors of TNK-BP Limited, the ultimate holding company of the TNK-BP group of companies. The meeting was chaired by Mikhail Fridman, Executive Chairman of the Board of Directors of TNK-BP.]]></description>
<link>http://www.mystockvoice.com/blog_details/423/tnkbp_endorses_1_billion_yamal_investment_energy.html</link>
<pubDate>Mon, 12 Oct 2009 11:02:42 +0100</pubDate>
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<title><![CDATA[China launches a new "Scramble for Africa" as it attempts to secure natural resources (Energy)]]></title>
<description><![CDATA[Chinese interest in acquiring "strategic assets" continues unabated, with recent acquisitions &amp; investments in a number of companies in Australia &amp; South America.]]></description>
<link>http://www.mystockvoice.com/blog_details/424/china_launches_a_new_scramble_for_africa_as_it_attempts_to_secure_natural_resources_energy.html</link>
<pubDate>Tue, 13 Oct 2009 11:44:13 +0100</pubDate>
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<title><![CDATA[Baidu seals mobile search with China Unicom (Technology & Media)]]></title>
<description><![CDATA[Baidu, Inc., the leading Chinese language Internet search provider, today announced it has entered into a strategic partnership with China Unicom (Hong Kong) Limited to provide wireless search for China Unicom's 3G mobile subscribers.]]></description>
<link>http://www.mystockvoice.com/blog_details/430/baidu_seals_mobile_search_with_china_unicom_technology_media.html</link>
<pubDate>Mon, 19 Oct 2009 10:45:34 +0100</pubDate>
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<title><![CDATA[Chinese Economy, warning signals ? (Economy)]]></title>
<description><![CDATA[While the Chinese economy expanded 8.9% in Q3,&nbsp;propped up by easy credit&nbsp;&amp; continued&nbsp;government spending programmes, Europe, US &amp; Japan continue to flounder. The world's 3rd largest economy has recorded 7.7% overall growth in the first 9 months of 2009, with officials saying they are confident that the much talked about annual growth target of 8% will be acheived.]]></description>
<link>http://www.mystockvoice.com/blog_details/436/chinese_economy_warning_signals_geconomy.html</link>
<pubDate>Fri, 23 Oct 2009 06:38:54 +0100</pubDate>
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