Too Much Going On To Be Bullish
I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities...
229 Views
China Listed Firms Q1 Summary
Heavy capital investment in previous years and government support helped the Chinese economy in previous years to grow, while this year seems to be...
162 Views
Getting the Detail Right in China
There is a problem with official statistics in China. Put simply, they cannot be relied upon. From coal consumption, steel or iron ore production,...
172 Views
China's International Financial Position
Two interesting developments have affected China’s international financial standing in recent months. The first is that the yuan – China’s currency...
193 Views
Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
202 Views