Is China sick?

At times we are our own worst enemies, and the field of investing is no exception. Our psychological biases can …

The billionaire factory

Attention all salesmen of megayachts! For the first time China is home to more billionaires than any other country, pushing …

Bull in a China shop

“Bull in a China shop”: someone who is careless in the way that they move or behave, a person that …

Avoid the fashion for Japan

Still avoiding Japan

Just over a year ago I explained why I was unconvinced about the long term case for investing in Japanese …

Is China about to crack?

“Here be dragons” was the phrase that medieval map makers used to describe uncharted territories. Despite China’s massive economic opening …

Are Indian stocks cheap?

The S&P BSE Sensex index of Indian stocks, measured in Indian rupees, has gone sideways for the past three years …