China Food Prices
Food, without which we all die (obviously). Almost as important as water, the price of food is an important indicator in any economy – whether there is sufficient food for the people, whether the price of food is reasonable for…
Pencil Leads
China’s New Hydropower Dam
On 20 July 2025, China announced the start of construction of the world’s biggest hydropower dam in Tibet, along the Yarlung Zangbo River. This hydropower dam will consist of 5 cascade hydropower stations, and is expected to produce 3 times…
Water
Water, the building blocks of life, necessary not only for basic survival, but also have a wide range of applications in various industries. I do not need to explain the importance of water, nor the inelasticity of the demand of…
Portfolio 投資組合 2025
Latest Update 16 December: Bought 4900 shares of Zhongtai Chemical (002092) at 4.46 RMB per share. 12月16日：以每股4.46人民幣m买入4900中泰化學(002092)股票。 09 December: Bought 6000 shares of China Water at 5.44 HKD per share. 12月09日：以每股5.44港幣的價格買入6000股中國水務。 02 December: Bought 6000 shares of China Water at…
China Hainan Rubber Industry Group Co., Ltd (601118)
In the previous article, I analysed why I thought the price of rubber will go up in the next few years. Today, we will look at China Hainan Rubber Industry Group Co., Ltd (601118). I do not play futures, because…
Rubber
Rubber is a material with a wide range of applications in various industries such as automotive, construction, apparel, household, consumer goods etc. Natural rubber is obtained from the latex of the rubber tree, and so, like cotton, it is a…
Fu Shou Yuan (01448)
Readers of my blog would know recently I invested in Fu Shou Yuan (01448), and even more recently added more shares when the share price dropped. I missed my third batch of entry before the ex-dividend date on 7 April…
Random Chit Chat 21032025
Haven’t been updating much lately, because I have been plagued down by many things. All is expected to be resolved later half of this year though, and hopefully from 4Q 2025 I would have totally come out of the pits…
COFCO Sugar Holding Co Ltd (600737)
COFCO Sugar Holding Co Ltd is a Chinese stock listed on the Shanghai Stock Exchange, with a stock code of 600737. At first glance, this company is nothing noteworthy. It deals primarily in sugar, something common and somewhat necessary in…
Fractional Reserve Banking System
The fractional reserve banking system is a standard banking system in the modern day economy. However, it is a system designed to reap off the wealth of the masses without them realising it, of which one of the impact is…