Great Song!!
nothing really matters to me.....
對於讀過新君王論 I、II 的朋友，可能會覺得內容有點重複論述．因為德川家康的「忍」術、羅斯褔的「爐邊閒話」、以及邱吉爾的急才，口上不饒人的性格亦再次在這本書中登場．不過，若然畢業後已在職場上打滾了三數年，仍感鬱鬱不得志的你．書中提到曾蔭權某些工作上的態度卻十分值得我們學習仿傚．
就如專欄作家孔少林在結束《信報》的專欄時寄語：「我們都是原復生，你也可孔少林」．雖然特首一職，你同我都無依種福份命水，不過做一個出色的打工仔，這份能奈，你我都有．
尹思哲經常在其專欄內提到宋漢生所創立的 aNobii．
昨天晚上終於無意中 click 到此網．發覺介面設計簡潔，方便易用．便即時開番個網上私人書櫃，過吓「櫃主」癮！
若大家也是愛書之人，都不妨弄個「私伙」書櫃，月旦交流．
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What explains all this dealmaking? Tom Albanese, Rio Tinto's boss, is confident that the huge sum he is paying for Alcan is justified, in large part because of the situation in China. It is expected to consume 12.5m tonnes of aluminium this year out of a world total of 40m tonnes. But although Chinese demand has pushed up the aluminium price to twice its level of 18 months ago, the price has hovered around $2,700 a tonne for some months.
Where it will go next is the subject of much debate. Until a few years ago China was a net importer of aluminium. Since then both production and consumption have exploded to satisfy the demands of the expanding economy. But production outpaced consumption, making China a net exporter. Jim Lennon, an analyst with Macquarie Bank, points out that aluminium plants can be built far more quickly there than anywhere else in the world, and at about a quarter of the cost.
China is home to Chalco, one of the giants of the aluminium business, and to over a third of the world's smelters. But although plants can be built cheaply in China, production costs are among the highest in the world. China relies on expensive imported alumina, the refined version of bauxite, the ore from which aluminium is made. And smelting it uses vast amounts of energy, accounting for one-third of the costs in an average plant. The government has tried to rein in aluminium producers on the ground that they are hogging prized energy resources that it would prefer to divert to other parts of the economy. Last year a tax rebate on the export of aluminium ingots was eliminated, and then an export tax was imposed.
But China's policymakers may fail to stem the power drain. Ingot exports have slowed down in recent months but exports of semi-finished and finished aluminium products, which are much harder to track, may have filled the gap. Demand for aluminium grew by 23% in China in 2006 and is expected to expand by 30% this year. The government may try to intervene to prevent production from expanding commensurately; but it may not succeed.
Even so, many industry watchers believe that China will once again become a net importer of aluminium. On current trends world demand for the metal will reach 70m tonnes by 2020. But where will the extra supply come from? There are few places with the abundant cheap energy needed to make the stuff. Alcan is probably best placed to take advantage of growing demand, because a deal with Quebec, its home province, provides it with cheap, plentiful hydro-electric power. Hence its appeal to Rio Tinto.
What of BHP Billiton's supposed interest in Alcoa? Unlike Alcan, the American firm does not have access to bargain-priced power supplies. And along with its smelters and bauxite deposits, it has a raft of less tasty downstream assets, such as a packaging business with pitiful margins. But BHP Billiton could team up with a private-equity buyer to offload the less desirable parts of Alcoa, and some analysts reckon that of all the potential suitors it is in the best position to extract savings from a deal. So it might still prove enticing, particularly if BHP Billiton shares Mr Albanese's cheerful forecast of growing demand for aluminium from another source. “Where goes China, India is likely to follow,” he says.
The Economist , Jul 19th 2007
Chinese Version
前教育高官因維護公務員之尊嚴，不忿被指干預學術自由而毅然辭職，提早退休．今時今日，為官不易，公務繁重不在講，又要搞關係仲要識 sound bite．如果溫總不透露，我們也不知道，原來一天只有四小時睡眠時間．睡眠不足心煩氣躁，自不免容易講錯說話亂辣火頭．
雖然苦處不足為人道，不過既然已經 resign，一切大局已定．含著一口「冤屈氣」掛冠求去，往後的去向才更令人引頸以待．歷史告知我們高官落台，往往各自精彩，真正向世界出發．世衛總幹事、智庫主席，更有人獲私募基金青睞．至於她壯志未酬未竟全功，則其擁有中資色彩背景的兄長已隨時候命，話唔定日後官運比她更上一層樓．
一般打工仔為生活計，即使自覺食死貓亦要頂硬上，忍氣吞聲．敢於捍衛自我尊嚴清白者，已可被視作破釜沈舟之流．但齋睇退休後的待遇，一大筆退休金再加每月長俸長「搣」長有，唔使用那複雜的堅尼系數，都可見貧富差距確實懸殊．
話時話，對於我這灘碩果僅存的瘀血，到底幾時會被人清理？
抑或我要破釜沈舟．．．
人行三招 ，再加上格老出言中國股市將會「 急劇回落 」 ( dramatic contraction)，但內地股民一於少理，照炒可也．這邊廂社保基金項總隨即發表「啤酒論」、「馬尿論」，向成億股民大軍大派定心丸，穩住軍心．那邊廂阿爺卻暗地裡出招，等各股民大被同眠、好夢正酣之時，突然宣佈調高印花稅率 2 倍，由 0.1% 加至 0.3%．
其實，泡沫無處不在．
股市有泡沫，情緒都有泡沫．假若讓負面情緒團聚體內，凝滯不散，一樣會「爆煲」．最好當然要調整 (劑) 一下，排排洪洩洩氣．幸好另外一股正面情緒如武俠小就說裡的真氣脫彊野馬般四處亂竄，看來我仍然命不該絕．
股市要抖氣，更有大行出來說 A 股將要調整 3 成！ 回歸十年在即，只要那位「蟄伏」廣州「養尊處優」的「愛國人士」再出來發表六四屠城「偉論」，一招一錘定音，「馬力」亂神．中央為免七．一遊行人士大幅飆升，破壞社會穩定和諧，勢必加大「水喉」力度，增加 QDII 金額，進一步「北水南調」，屆時 AH 股折讓差距收窄，恒指輕易突破 21000 點心理關口，長升長有．．．．
股災？ NO WAY！
福佳始終有你
繼《吸血鬼獵人日誌》、《殺禪》後，喬靖夫最新作品．以喬一向慢工出細貨的性格，我想這本《誤宮大廈》亦應不會差到那裡去．
只可惜吸血鬼獵人系列只出了數册便「壽終正寢」．要寫現代吸血鬼故事，添插繁多的打鬥搏擊場面的描述，著實不易．難得書中沒有一點悶場．再加上那位一頭長髮身穿黑衣，平日獨來獨往，身份特殊的半人半「鬼」、吸血鬼的剋星 － 人類與吸血鬼所生下的私生子達姆拜爾 (Dhampir) ．
...
一個字：酷！
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延伸閱讀：生果報專訪
誤宮大廈 The Block
喬靖夫．公式讀本
百麗控股下周一啟動香港 IPO，計劃籌資 7.5-10 億美元。
消息人士透露，中國最大的女鞋零售商--百麗控股已經獲得香港聯交所上市批准，將於下周一(23日) 開始首次公開發行 (IPO) 的預推介活動,計劃籌資 7.5-10 億美元。
百麗本次 IPO 計劃發售股票數量約佔其擴大後股本的 20%，承銷商為瑞士信貸和摩根士丹利。
在中國居民消費能力快速增長之際，投資者熱烈追捧中國消費概念股。
自有品牌︰Belle、STACCATO、Teenmix、Tata、Fato
代理品牌︰Nike、adidas、Joy & Peace、Levi's、Bata、Dockers
分店數目︰超過 3,000間
美麗寶國際 (1179)
PE: 33
永恩 (210)
品牌: 達芙妮 (Daphne)
代理: Adidas 經典系列
店數: 500 間
PE: 59
利信達 (738)
品牌: 萊爾斯丹 (Le Saunda) , CnE 斯艾依
店數: 250 間
PE: 12
聽君一席話
美國次級按揭問題不大
中國股市只有小泡沫，沒有爆破危機
3月頭大跌 777 點港股今年底位已見
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