A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
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China's New International Political Economy
The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and...
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Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
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Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two
This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal...
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Asian Equities: Twenty Inexpensive Consistent Compounders
Finding consistent compounders with steady earnings growth and excess returns is challenging, especially those that are reasonably valued. We...
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