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黄姝伦
2016年7月底,我从英国伦敦回国,9月入职财新,由国际新闻转行公共政策新闻,跑城乡发展相关议题。转眼两年,今年6月,我结束北漂生活,调往华南站。
从业两年,总马不停蹄,渴望在专攻领域有所建树,举着新闻专业主义大旗,不问来路,被焦虑情绪困扰是家常便饭。从小在城市长大,工作中的城镇化议题,晦涩而令人心向往之——农村留守妇女抑郁症、河南艾滋病村、凉山困境儿童、耒阳教育城镇化困局、跨国红木贸易溯源……欠缺“火候”是常态,采访时欠了新闻敏感、突破能力、问题意识,写作时缺了认知基础、分析框架、逻辑层次,行文距离简洁、凝练尚远。沮丧之余,只得拾起片片灰心。
新晋驻站记者,四......
Doug Young
Bottom line: China's drive to boost imports will benefit the nation's big e-commerce companies with cross-border trade capabilities, though such purchasing will still be a small fraction of their overall volume.
It may be election day in the US, but here in China the focus is decidedly on imports with the staging this week of a massive import-focused expo in Shanghai. This particular event, officially called the China International Import Expo, has big political overtones, which I've looked at in a bit more depth in my weekly column on doing business in China, for anyone ......
Doug Young
Bottom line: Washington's punishment of a Chinese chipmaker accused of stealing from Micron Technology is part of a savvy targeted approach by the Trump administration aimed at spotlighting illegal business practices by Chinese tech firms.
I thought I'd begin this Monday with a wrap and look at what's ahead for a Chinese chipmaker called Jinhua, which fell squarely in the crosshairs of Donald Trump's trade war with Beijing in a series of breakneck developments last week. This particular case seems to be part of a growing pattern that is seeing Trump pick his battles one at......
Doug Young
Bottom line: Alibaba's vague road map in its latest chairman and CEO annual shareholder letter is too far off to be meaningful, but does chart its aspirations to change from its current form to something more like an IT services company.
Alibaba (NYSE: BABA) founder Jack Ma and his heir apparent Daniel Zhang have just laid out their vision for the e-commerce giant in their latest annual letter to shareholders, and I have to say it's at once very grand while also being quite short on detail. There are some lofty goals revealed inside, headlined by a new plan with some targets for w......
Doug Young

IPOs: No One Comes to Haier’s German Party

Doug Young 10月24日

财新传媒英文部编辑

Bottom line:  Haier's weak IPO under a new German program to internationalize Chinese stocks owes to lack of awareness and thin trading, and reflects challenges the new market will face in its drive for recognition.
What if you threw an IPO and nobody came? That's what seems to be happening for home appliance giant Haier, which has just made the inaugural listing on a new Sino-German stock exchange aimed at internationalizing Chinese companies. The program captured headlines earlier this year when it was first announced that Haier had been selected to make the inaugural listi......
Doug Young

SEARCH: Google Takes Offensive on China Search Return

Doug Young 10月18日

财新传媒英文部编辑

Bottom line: Google's decision to finally talk openly about its plan to return to China looks smart though slightly late, by explaining the desperate need for alternatives in the massive though tightly controlled search market.
After staying mum on the subject for quite some time, Google (Nasdaq: GOOG) is finally speaking out on its controversial decision to return to the China search market. Its CEO Sundar Pichai broke the company's silence on the matter at an event this week sponsored by Wired magazine, going on the offensive to try and defend his company's decision.
It......
夏伟聪
上星期,我的一位采访对象给我发来了一条视频,标题是《那些嫁到非洲的中国女孩,为什么婚后会痛苦大喊:根本受不了》。
视频无耻盗用了我两年前参与的报道——《广州黑人影像调查》里的大部分素材,恶意进行再制作,主旨讲述中国女子嫁到非洲后无法适应非洲落后的环境和男权至上的文化,甚至遭受了非洲男人严重的家庭暴力。
“所以对于那些想嫁到国外嫁到非洲的女孩,小编认为还是要三思而后行。”配音读这句话时,画面上是我的受访者抱着她的混血孩子,旁边有她来自喀麦隆的老公,一家人在玩皮球。
那时她在我镜头前分享,她分娩时,医院是第一次接生中非混血儿。孩子出生不到一分钟,产房的护士就拿着手机......
Doug Young

E-COMMERCE: CEO Sex Allegations to Rock JD.com Stock?

Doug Young 09月03日

财新传媒英文部编辑

Bottom line: The detention of JD.com's CEO on sexual misconduct allegations makes for good headline fodder, but is unlikely to have any extra impact on the company's stock that is already under pressure.
The Chinese media have been buzzing all weekend over reports that e-commerce giant JD.com's founder and CEO Richard Liu was detained by police in the U.S. over sex-based allegations. The story certainly does make for titillating headlines, and will certainly come as a slight embarrassment to JD if and when the company and Liu ever fess up to anything inappropriate.
But fr......
Doug Young
Bottom line: An internal petition calling on Google to be more transparent about its plans to return to China represents the first major backlash to the move, but is unlikely to dissuade the company from going ahead.
When the news first broke a couple of weeks ago that Google (Nasdaq: GOOG) was planning a return to China's search market, many predicted that western sources would be quick to criticize the plan, even though few voices have actually spoken out so far. Fast forward a couple of weeks, when we are hearing the first sounds of what's likely to become a sea of protests if ......
Doug Young

INTERNET: Tencent Slumps Under Government Wrist-Slap

Doug Young 08月15日

财新传媒英文部编辑

Bottom line: Tencent's sudden pulling of a popular game just days after its release shows no one is exempt from Beijing's recent online entertainment clampdown, which could weigh on stocks of related company for the next few months.
A new statement from leading online game operator Tencent (HKEx: 700) is dripping with contrition, following the sudden yanking of a new hit game from its platform that apparently didn't pass muster with the regulator. This latest Tencent news, combined with some downbeat earnings from live broadcasting specialist Huya (Nasdaq: HUYA) and its parent......
Doug Young

IPOs: BeiGene, China Tower IPOs Fail to Excite in HK

Doug Young 08月10日

财新传媒英文部编辑

Bottom line: Lackluster debuts for two of this year's largest China IPOs in Hong Kong points to a cresting of the current new listing wave, with sentiment starting to wane as investor appetite for new choices gets satisfied.
Two of the year's biggest China IPOs have formally launched in Hong Kong this week, each with a different story and accompanying moral to tell. The larger of those, and the world's largest IPO in the last two years, has seen state-run cellular tower operator China Tower (HKEx: 0788) raise nearly $8 billion, while the second has seen biotech firm BeiGene (H......
Doug Young

VIDEO: iQiyi Goes Down LeEco Road with Sports JV

Doug Young 08月08日

财新传媒英文部编辑

Bottom line: iQiyi's establishment of a new sports joint venture and the venture's subsequent 500 million yuan in funding point to a measured expansion for its premium content business, which will be key to its future success. 
I'm being just a bit coy with today's headline by suggesting that a new sports programming joint venture by online video site iQiyi (Nasdaq: IQ) resembles a similar expansion by disgraced former rival LeEco (Shenzhen: 300104). But the fact of the matter is that these two particular moves do look somewhat similar, even though I have far more res......
Doug Young

INTERNET: Google Outed on China Search Plan

Doug Young 08月02日

财新传媒英文部编辑

Bottom line: A new report on Google's plan to launch a new China search engine within the next year looks credible, and underscores the company's decision to put the market's big potential ahead of the negative backlash such a move will bring.
A story in a publication called the Intercept is making big waves in China, saying search giant Google (Nasdaq: GOOG) is preparing a major about-face on its decision to leave the country's large but highly controlled search market. (English article) While I've never heard of this particular publication, the level of detail it con......
王建秀
我不喜欢拼多多,我讨厌熟人帮忙砍价的营销方式,而它可以快速获得用户量。我只帮别人砍过一次,主要是为了满足老人家的一个心愿。
拼多多抓住了中国的人情社会。
我不喜欢拼多多,从来没买过什么东西,因为很多朋友说买到了劣质产品。也是因为这个原因,很多人认为拼多多“大逆不道”。
我也不关心拼多多上市值多少钱。

然而,我认为,拼多多是抓住了14亿中国人口中的大多数的理智购买行为。把握主流真实需求,这是商业上成功的前提。当然,也只是商业上的成功。在情怀、理想和原则的面前,拼多多是差了很多意思。卖假货已经突破诚信底线,挨骂,也没有什么好说的。
而这种购买力水平,则是相对......
Doug Young

SMARTPHONES: Huawei Rolls Past Apple

Doug Young 08月01日

财新传媒英文部编辑

Bottom line: Huawei could challenge Samsung for the global smartphone crown in as little as a year, though a potential Achilles heel could be the "outing" of its surging Honor brand that most may not associate with the Chinese parent.
Smartphone pioneer Apple (Nasdaq: AAPL) has just reported its latest quarterly results, which means that all the data tracking firms can simultaneously release their own industry data showing the latest trends. Those trends show that Apple's sales were basically flat for in the quarter on a unit basis, even as the bigger story was that the US g......
Doug Young
Bottom line: China used its traditional silent treatment approach to kill Qualcomm's bid to buy NXP, quite possibly to show its displeasure with recent US trade tensions, but resulting global pressure could forced it to be more transparent in the future.
We'll close out the week with my own quick-and-dirty post mortem of the collapsed deal that would have seen telecoms chip maker Qualcomm (Nasdaq: QCOM) purchase Dutch rival NXP (Nasdaq: NXPI) for $44 billion. Put simply, this deal appears to have been killed by China's classic approach of "kill them with silence.&quo......
Doug Young

INTERNET: Facebook, Google in New China Steps

Doug Young 07月25日

财新传媒英文部编辑

Bottom line: Facebook and Google's latest micro-moves into China reflect their longer term efforts to get permission to launch major services in the market, though it's unclear if they will get such a green-light anytime soon.
You have to give China-challenged Internet giants Facebook (Nasdaq: FB) and Google (Nasdaq: GOOG) an "e" for effort. Both companies have popped into the China headlines over the last two weeks for micro-moves into the world's largest Internet market, including the latest news that Facebook plans to set up a company in Hangzhou that will become ......
王和岩

我的父亲(八)

王和岩 07月24日

财新传媒记者

“反右”期间,父亲平安无事,我一直感到不解。以我对父亲对政治时事的热衷,以我对父亲的了解,他不是那种冷静理性,善于察言观色,能够未雨绸缪的人。直到我最近阅读父亲在不同时期留下的交待材料和思想检查,才恍然大悟。
父亲在“反右”中谨言慎行,“得益”于“三反五反”中组织对他的“处分”。
在1968年8月10日的“交待材料”中,父亲写道:在岷县税务局任副局长期间,由于“工作中主观、骄傲,方法简单,对通知要求过高过严,使一些同志束手束脚,不敢大胆工作,对自己意见很大,严重地影响了相互团结。”
另外,单位同事对父亲的离婚和与母亲的恋......
Doug Young

INTERNET: Baidu Sambas Out of Brazil

Doug Young 07月19日

财新传媒英文部编辑

Bottom line: Baidu's withdrawal from Brazil reflects a broader inability of Chinese companies to succeed overseas due to their different practices and local wariness about their ability to protect user privacy.
In what is probably coming as a surprise to no one, media reports are saying that search leader Baidu (Nasdaq: BIDU) is pulling out of Brazil. This would represent the company's latest failure abroad, and is really part of a broader string of failures not only for the company but China's internet sector in general. This particular group is quite good at milking the Chin......
Doug Young

SMARTPHONES: Xiaomi Takes Big Step Into South Korea

Doug Young 07月18日

财新传媒英文部编辑

Bottom line:  Xiaomi appears to be gaining confidence of investors through moves like its entry into South Korea, but it will take at least another year to prove it really has the savvy to thrive over the longer term.
Newly listed smartphone maker Xiaomi (HKEx: 1810) has kept the world guessing these past two weeks with its on-again-off-again performance both on the Hong Kong stock exchange and now in the real world. The former is a reference to its stock, which did quite poorly in the run-up to its trading debut last Monday but has done a U-turn since then and posted some impressive......

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陈酿老久 实朴

原文:还乡琐记:草木叩门 生活继续

吴春波H-R “乡田同井,出入相望,守望互助,疾病相持”,已成追忆。

原文:还乡琐记:草木叩门 生活继续

小胖子真不瘦 风口浪尖上的传奇人物!如果你就这样被打败,那你就真的太失败了,但是我相信你不是这种人,期待你东山再起的那天。

原文:回来吧,贾跃亭

lulud 创业英雄还是欺诈惯犯

原文:回来吧,贾跃亭

zhangmingxiao 川普执政一百多天,初见端倪

原文:商人治国成笑柄

孙越 史上有很多传奇,更有很多英雄,他们的死彰显生命的价值。

原文:对外侦察局的掏心猎手

zhangmingxiao 这个不是一起超售事件,是美联航因为内部员工需要乘坐飞机,旅客满员的情况下利用超售这个工具来达到赶下旅客的目的。

原文:美联航赶乘客下飞机 资深机长告诉你是否违规

郭杰群 在美国,地产开发商将出售资产所得在一定期限内进行类似房产的再投资可以享受一定的免税条款。这在我国当前还不具备,因此在一定程度上制约了地产商的能动性。

原文:REIT的海外发展及启示

Lypsey3543 “据个人了解,中国一线城市住宅投资收益率不会高于3,美国可以达到6。”作者这里说的应是租金收益率。首先,因(特大)人口增长加速,在新兴市场投资房产,主要看资本利得,动态租金收益要会延后实现,静态比较同期没有太大意义。其次,物业年均持有成本,纽约和中国一线城市不可比。第三,纽约和曼哈顿是两个概念。离开曼岛,租金中位数值完全是不是一个档次。而中国一线城市的租金上涨范围更大。因为仍处于成长期。总体而言,虽然在中美两国都投资的是房产,但从收益分布特征和波动率来说,完全可以看作是差别极大的两类资产。就如同高等级债券和蓝筹股票,横比收益没有意义,因为后者大幅超越。归根结底更可能是风险偏好异质性(含Demographic factors)和经济周期所处阶段决定了投资者更偏爱哪一类。

原文:2017年美国房地产市场展望——美国市场、中国视角

王争春 价格和土地供给的问题,我们慢慢谈。市场有垄断市场、寡头市场和竞争市场,定价规则自然有差异。

原文:面对房价,教科书自焚吗?经济规律笑了

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