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Entries from November 2015

The Big Chinese Transformation

November 20th, 2015 · Comments Off on The Big Chinese Transformation

China aims at transforming the economy towards more domestic consumption and moving up the value chain. At the same time, China is trying to deflate a housing and credit bubble, while trying to maintain rapid economic growth. And all the while it is faced by structural problems like an unsustainable investment boom, a demographic crisis […]

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Tags: China

Buyback Nation | Seeking Alpha

November 20th, 2015 · Comments Off on Buyback Nation | Seeking Alpha

Corporate buybacks have become one of the main drivers of stock prices and there is evidence to suggest they work. While it’s likely to be good for stock prices, many would prefer more of corporate earnings to go into the real economy by companies investing in their future. Some blame the Fed for the buyback […]

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Tags: Reform Capitalism

Ctrip: The Unstoppable Cannonball Finally Hitting Through The Unbreakable Wall?

November 3rd, 2015 · Comments Off on Ctrip: The Unstoppable Cannonball Finally Hitting Through The Unbreakable Wall?

Chinese tourism is growing at twice the rate of GDP and within the industry, Ctrip is gaining significant market share. Still, that unstoppable cannonball has kept hitting an unmovable wall. Because of intense competition and heavy investments, profits have been meager. But increasing returns, network effects and industry consolidation are about to change this, we […]

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Tags: CTPR

Has OPEC Gone Mad?

November 3rd, 2015 · Comments Off on Has OPEC Gone Mad?

OPEC’s strategy to force a dramatic retreat of American shale isn’t succeeding anywhere near the scale needed for the strategy to be called a success. The cost to OPEC itself is too big for this strategy to be continued. Steep revenue losses, severe budgetairy problems, foreign currency losses, political instability and rift within OPEC itself. […]

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Tags: Oil