Tag: ASEAN

What Do Supertankers and Southeast Asia Have in Common?

My son just read me an interesting fact. Did you know that a typical oil tanker will take up to 3km and 45 minutes to complete a 180 degree turn at normal sea speed? He is busy reading me all the facts about the Titanic. He’s enthralled with it because

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Low Growth in the Developed World… Increasing Capital Flight to Asia!

The first wave of modern globalization took place during 1870-1913, when both capital and labour moved freely across international borders. Things have changed a lot since then as ever increasing  restrictions have emerged for capital mobility, due in part to a surge in nationalism and increasing levels of government interference

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9 Reasons We Passed on This Deal

Ideas…like grains of sand on the beach. I’ve mentioned this before in my post “8 Reasons Not to Sign an NDA” and it bears repeating. Unless you have a proprietary product involving intellectual property, a scientific process or something which is entirely unique and therefore valuable, you are immediately devaluing

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China’s Reaction to the US Government Shutdown – Gimme Some!

The best investors I know place their bets according to probabilities. It’s been over a decade since I moved my life and my capital to the far east. The fundamentals were too important to ignore, and ultimately the fundamentals lead to probabilities.  The US government had a plan to counter

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