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 …

Unreal estate bubbles

For some reason people love real estate (property) bubbles. As prices rise everyone deludes themselves into thinking that they are …