Misty days as Beijing remains shrouded in smog and intrigue as pilots learn to land blindly. Good news is that the people will get a holiday during the APEC summit next month. http://www.reuters.com/article/2014/10/25/us-china-pollution-idUSKCN0IE02L20141025… Continue reading
Assuming that the stand-off between the various protest groups and the SAR government gets resolved and business returns to some normality in HK, I expect the Beijing government to be more business/investor “friendly”.… Continue reading
The market obsession is with capital gains for stocks, hoping to bag the next buyback hero of a company or a plump takeover target. Returns have been long forgotten and when we think… Continue reading