Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
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Hutchison 1H16 Mixed Results. Strong Cost Management
We do not follow the HK listing but do look at CK Hutchison (1 HK) in Europe as part of the competitive landscape. For a broader look at the recent...
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Building on Its Global Ports,infrastructure, Retail, and Telco Operations.
CK Hutchison Holdings', or CKHH's, interim results revealed a stronger-than-expected performance from 3 Group that helped to offset weaker retail...
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Andrew on Tech: Automotive Semis the Next Wave
Post Bayerische Motoren Werke AG (BMW GR), Intel Corp (INTC US)Â , and Mobileye announced new self-driving car to launch by 2021 together with...
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Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
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