When it comes to the USA, Chinese and Mexican manufacturers have long been rivals. Both groups export fairly similar types of goods. Both have advantages in lower cost labor. And they are now the No 1 and No 2 exporters to the US. But while Chinese manufacturers have become dominant in most product categories, Mexican manufacturers […]
Last week, I got the welcome news that I am one of LinkedIn’s Top Voices for 2016. And it was for Finance and Economy, which was especially gratifying because I have been struggling in that writing genre for over 5 years. Looking back, I would say it was really five years of different types of failure. Of trying tons […]
Alternate Headline: “I Applied Warren Buffett’s 25-5 Rule – and Now I Am Trying to Date Jessica Alba.” Warren Buffett’s 25-5 rule came out of advice he gave to his airline pilot Mike Flint. The story (which may not be 100% true) is that he advised Mike to make a list of his 25 career […]
The “cluster” map shown above (and below) is by McKinsey & Co. It illustrates four important points about modern China.
The situation for Uber in China is now dire.
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I wrote a chapter on private equity in the Middle East and Asia for this book by Darek Klonowski. Available on Amazon and Barnes and Noble.
I did a related interview at Stockopedia which is run by Stephen Dotsch (he also has Dividend Income Investor). The interview link is here and text is re-pasted below.