China Energy Boom?
Some opportunities here..
New World Order Emerging
Brazil now has a bigger economy than the UK, and more shifts are coming..
Just in time to save the world economy
Asian shoppers on a tear..
Aparently, we were on to something..
Little fortuitous timing never hurts..
The ever rising Chinese oil demand
Up and up..
The importance of manufacturing
Sometimes it’s nice if a thesis is immediately illustrated… China not triving on cheap labour alone..
China’s plan to dominate seven high-tech industries
The track-record on industrial policy is distinctly mixed, but this coming from China, we’re not laughing, somehow..
Those China Smallcaps once more
More mist, fog, obfuscation and an inability to decide which party is closer to the truth. We’ve often said that financial markets tend to suffer from information asymmetries. Look no […]