Category: General Investing

Japan… Actionable Ideas

I’m relatively confident that without the mundane sanity of squabbling children, and my lovely mild-mannered wife, my head would explode given all of the events taking place on this ball of dirt we call home. It seems that every time I go to sleep I wake to find something of

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An Investor’s Personal Evolution: A 4-Stage Process

Last week I promised you an article about a recent conversation I had with an executive from a Fertilizer company operating in China, however as I was finishing the article last night and adjusting minor grammar I managed to “disappear” the entire post from our website. I only found out

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Coup d’Etat: Surviving The Backlash From The Masses

There is an awful lot happening on this ball of dirt we’re on and Mark and I are fortunate enough to have some exceptionally smart and talented friends whom we rely on both to second guess our own analysis of situations as well as build our own understanding of the

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Chinese FDI and What it Means for Hong Kong and Singapore

Sound bites… We need to dig deep into the bowels of these nasty little things, which are eagerly snapped up by an increasingly frivolous media. An argument put forward to me recently is why I am engaging this topic. The argument was that foreign capital flows into China are completely

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Angel Investing – Higher Returns, Greater Control

The late 20th century was good to most Western investors. On the back of accumulated capital, a free-market based system (sort of), and a largely non-interventionist government (again, sort of…), boomers built businesses and consumed goods at an unprecedented rate. This allowed stock markets to enjoy a historical bull run.

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Why I Would NEVER invest in Early-stage Infrastructure Projects

I’ve been troubled by China and how to best invest for some time now. I relocated to the Asia-Pacific region 8 years ago in order to take advantage of what I saw as a tectonic shift of wealth that was underway. There is an enormous amount of infrastructure build-out taking

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How to safely play the Tunisian crisis

On the 14th of January, 2011 President Zine El Abidine Ben Ali fled Tunisia amidst violent protests. This scene has played out across the world more times than I care to mention, and I would like to point out a couple of things. Firstly, it is and always will be

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