I’m writing this month’s letter sitting at the Coco Bar in Boracay, Philippines. A typhoon is inbound in a few hours so the beach and bar have mostly emptied out. It feels a bit eerie and ominous. Although, that could be from the big rum drinks. A couple of things I have been mulling over […]
It is the China paradox. At the same time Chinese companies are growing stronger and stronger, Western investors are growing more and more pessimistic about them. Jim Chanos says China is “Dubai x1,000”. Muddy Waters and other short-sellers are uncovering one Chinese stock fraud after the next. Western investors looking at China are seeing disturbing […]
For obvious reasons, Central and Eastern Europe is on the short-list of emerging markets to pay attention to. Labor costs are relatively low. CEE companies can sell directly into European markets. And they can draw directly on European talent. In general, few things facilitate development like having a major economic power as your neighbor. This […]
A good article on Guanghua.
Kind of an interesting press release from Peking University Guanghua Business School from 2011. Not 100% accurate but interesting.