Worse than the Thirties
It’s even worse than the Thirties Two years down the track, where do… [more]
Indonesia, emerging Asian giant
Another Emerging Asian Giant Indonesia’s stock-market has once again… [more]
Investment Update On Asia Ex Japan Equities
As we head into the second quarter of 2012, we continue to target companies… [more]
Why the shares are neglected
International investors generally have very low holdings of Chinese stocks. One… [more]
Bad Guys Check-list
CHECK-LIST FOR THE BAD GUYS If you are worried about investing in Chinese… [more]
Recent News
Worse than the Thirties
It’s even worse than the Thirties Two years down the track, where do things stand? Lots of pain is being experienced, without much gain. Inflation - largely a consequence of a 25 per cent fall in sterling’s exchange rate in the global … [Read More...]
Indonesia, emerging Asian giant
Another Emerging Asian Giant Indonesia’s stock-market has once again been a global leader on the upside, and the best performer in Asia since the end of 2010 – but how many of us have invested there? … [Read More...]
Investment Update On Asia Ex Japan Equities
As we head into the second quarter of 2012, we continue to target companies which we believe are well positioned to benefit from rising domestic demand and infrastructure development across the region. … [Read More...]
Why the shares are neglected
International investors generally have very low holdings of Chinese stocks. One reason is that the huge domestic market is largely closed to foreign investors, and completely closed to individual investors. The only avenues open to us are shares … [Read More...]
Bad Guys Check-list
CHECK-LIST FOR THE BAD GUYS If you are worried about investing in Chinese companies because of the risks of corporate crime, here are things to look out for, according to Violet Ho, Greater China MD of global risk consulting company … [Read More...]
China, a Mid-Year Buying Opportunity
China: a Mid-Year Buying Opportunity Why has the Chinese stock market performed so poorly over the past year when Wall Street has done well? Is the situation about to change? … [Read More...]
Safety beyond the reach of money printing
Central banks are now flooding the world with electronic money that provides a basis for explosive inflation in the future. Why is it unrealistic to expect that a growing number of investors will take the view that some of their wealth is safer in … [Read More...]
Metals or Paper for Long-Term Asset Value
Gold has made idiots of the Swiss, French, Dutch, Portuguese and British central bankers, who sold off 2,671 tons of their holdings at low prices between 2000 and 2009. And of mainstream fund managers who have shunned the asset for decades, … [Read More...]
Stock Market Leader in Asia
An Unexpected Stock Market Leader in Asia The Philippines stock market recently surged to a new all-time high, after the nation’s government was able to raise $1½ billion of 25-year money at a record-low yield of 5 per cent, the offer being … [Read More...]
Green Fuels, Unpopular
Green Fuels: Costly, Unpopular Some interesting points from an American investment banker specializing in the energy sector, Allen Brooks… … [Read More...]
