The iTunes App Store is huge. More than 300,000 apps huge. I’ve watched this monster start from nothing and turn into a billion-dollar industry in only a few short years. We’ve been approaching this point for some time now, but it’s more apparent than ever that app exposure is of critical importance. A healthy majority [...]

Strong brands have the power to create business value. They impact much more than revenues and profit margins. Strong brands create competitive advantages by commanding a price premium and decrease the cost of entry into new markets and categories. They reduce business risk and help attract and retain talented staff. Millward Brown Optimor created the [...]

The companies in this year’s 500 list slashed costs so fast and so deeply especially labor that even in a feeble recovery, their earnings soared. The long-awaited recovery is now under way, but it’s a slow, painful slog that’s short on trust and confidence and long on a drumbeat of numbers that mostly shift from [...]

Even in these tough times, surprising and extraordinary efforts are under way in businesses across the globe. From politics to technology, energy, and transportation; from marketing to retail, health care, and design, each company on the following pages illustrates the power and potential of innovative ideas and creative execution. HP Acquires 3Com for $2.7 Billion, [...]

2009年，全球主要国家以非常规的定量宽松政策应对非常态的全球金融危机。在全球经济逐步走出低谷的复苏之路上，“繁荣宽松”的信贷盛况不可持续。在中国执行适度宽松货币政策导致货币供应量急剧上升，新增信贷爆发式增长，超额流动性刺激资产价格快速上涨，下半年后信贷规模逐步回归常态。预计2010年防控通胀预期的压力上升，货币供应量增速将低于今年水平，预计全年M2增长20%左右，全年新增信贷规模约7-8万亿元，月均在6000亿元上下，并保持前高后低态势。 货币政策上，“繁荣宽松”退出和“适度宽松”动态微调在某一特定阶段将影响市场流动性，海外热钱的涌入和第三次居民储蓄搬家将成为流动性接力棒。对于国内的股票市场而言，特别是在2010年上半年，在不考虑其它因素情况下，结构性充裕的流动性必然推动结构化泡沫行情。2010年，预计中国经济将形成增速较快、通胀较低的平稳运行局面，内需强劲与外需回暖支持经济持续复苏，宏观经济将启动新一轮增长周期。推动中国宏观经济的三驾马车有望形成“两快一慢”的格局：预计全年GDP同比增长9.2%左右，固定资产投资增速约为25%左右，社会消费品零售总额指标名义增速将达16.5%左右，出口将增长8%左右，进口增长15%左右，CPI全年涨幅约3.0%左右，PPI全年涨幅约4.0%左右，工业企业利润增速将达15%到25%。A股公司业绩增长将沿着健康通道上行，预计业绩增长区间是15%-30%。业绩增长将在季度财报、半年度财报和年度财报等特定阶段引发A股市场成长重估。