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One of our featured companies is eFuture (EFUT), a leading Chinese producer of supply-chain management software (SCM). Here, we will look into what that actually does.

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In our series ‘The Economics of Stock Analysis’ Dutch ASM Lithography (ASLM). It’s a good example that even industry leaders very high-tech, knowledge intensive sectors cannot escape some unfortunate economic realities.  

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The Chinese supply-chain software producer has had a good couple of days since we first mentioned it (or didn’t, as we made it into a rather silly guessing game), helped by the rebound in Chinese shares, no doubt. We will increase our coverage over time, as we think it really is a ground-floor opportunity.

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Find the one or two variables that really move your stock and you will know a whole lot more. In this new series we will use a little (simple) economics in search of those basic factors. It will be demonstrated that this can really be quite effective in teasing out the most important factors that [...]

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