Tag Archive: TENCENT HOLDINGS 700 HK

Zico's Recap For 1Q15 : A pause to look at what's in the bag

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Zico has been noticeably absent for a while and I suspected that was because he was too busy making money. It looks like I was right. ************************* The big story in the first… Continue reading

Zico Files : After the stand-off – The Hang Seng Buy list

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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

Equity Thursday : The Business of Stock Picking Now & Not the Past

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My good friend Zico has been in the equity portfolio management business for over 30 years but his zest is certainly not lost. I would define him as a forward thinker and a… Continue reading

Dividends Matter Too – Top Banking Dividend Stocks

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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

From The Zico Files : Year Of The Trojan Horse

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It is always a breath of fresh air to speak to a macro equity person like Zico and glean a little of the spectrum of his global perspectives. He was unusually subdued this… Continue reading