Money Matters: De-Globalisation and Asset Prices
The last few weeks have seen an escalation in what may become a process of de-globalization. With global manufacturing and supply chains so...
286 Views
Indonesia Property - Some Respite on the Horizon - On the Ground in J-Town
An insightful meeting with James Taylor, Head of Research at Jones Lang Lasalle in Jakarta revealed some interesting trends appearing in the...
371 Views
A Few Stock Picks Up 10-20% in Couple of Weeks…Why Alcoa ….
I really want to get to my Pacific Basin Shipping Ltd (2343 HK) Meeting Notes -- which I will in a few days. But I have more to say first. Dealing...
410 Views
Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
373 Views
Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
356 Views