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In This Issue     Feature: Asia Letter: Q4 2009   Competitive Devaluation Mrs. Watanabe Goes Italian Nichicon Comes Down to Spec Rohm Goes Chinese Integrating China Useful Reminders from China’s Space Program Japan’s Space Freighter & New Spy Satellite Sanyo’s Thin Solar Cell Nissan’s New Battery: 300km on a Single Charge Koreans into the Passing Lane Deflation Rears Its Ugly Head   About Scott Foster   Upcoming SNS Events & Media Links   In Other House News…   How to Subscribe May I Share This Newsletter? About SNS About the Publisher SNS Website Links Where’s Mark?

     By Scott Foster

 

 

 

LAST CALL:

SNS Predictions Dinner in NYC

The 5th annual Predictions Dinner

Thursday, December 10, 2009

              at the Waldorf=Astoria, New York

                          Click here to register

 

 

Publisher’s Note:

 

Sometimes things go slowly, as they have done in the U.S. for the last two years, and sometimes they speed up, as they are now doing in Asia. This quarter, SNS Asia Editor Scott Foster has done a great job of describing this acceleration with drop-down views into key companies and industries in the technology world. Asia is going through what I will call Phase II: the blush is now coming off the China rose, even as others in the region have figured out how best to use Chinese attributes. The result: almost all of China’s ASEAN neighbors (skipping Burma, Thailand, and Cambodia) are experiencing strong economic growth, most of it in technology-driven global markets.  – mra.

 

» Asia Letter: Q4 2009

 

By Scott Foster

 

 

Competitive Devaluation

 

“I suggested at the last Brics meeting … that we should begin trading in our own currencies. We don’t need the dollar. We can trade with our own domestic currencies…. What’s the issue? There is no issue. It’s just a cultural issue because we’re accustomed to the dollar, but it can change....”

 

– President Luiz Inacio Lula da Silva of Brazil

Financial Times, November 8, 2009

 

Good point, but maybe not when the Chinese have two and a half trillion dollars burning a hole in their pocket and keep accumulating more. They have to spend them somewhere, or everywhere.