internet - the emerging bubble
The internet itself permits us in China now to witness more closely the emergence of the new internet bubble in the US, with China at its core. We saw already the first 'interesting' investments here, Google going for Baidu and Amazon buying Joyo.com. But we can see more dust at the horizon as Mary Meeker, dubbed the "Queen of the internet" at the previous bubble, is back with a major report on the internet in China. The hype is only starting: stay tuned.

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