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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Container Shipping - 1H16 Trade Volumes Confirm Generally Muted Market. Where's the Growth?
Half-year 2016 trade volumes confirm generally muted container market. Where’s the growth?Most of the major carriers had poor first-half financial...
353 Views
Tanker Shipping - Recent Quarterly Results and Dividend Cuts Confirm Our Thesis, Not Just Seasonal
Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock...
306 Views
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...
410 Views
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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