In my last post, I talked about Goldman Sachs’ research report. The report indicated that the software sector was at the bottom of their list in terms of capital intensity. The report had good analysis and sound logic. But toโฆ
Goldman Sachs published a research report on capital intensive vs ‘capital light’ businesses on 24 February 2026. The full 23 page research report can be found here, but I will summarise in plain simple English for my readers. This articleโฆ
Few days back I bought another stock, the Postal Savings Bank of China (PSBC). I posted trade on my Red Note (Xiaohongshu) and there were readers asking if I could share the logic behind it. Today we will look atโฆ
To many students and families, studying overseas is a very expensive venture. In the past, an overseas education is a glorious thing. People come back with good jobs. But as with monetary inflation, education has also seen a rise inโฆ
Ever since Trump campaigned for his second term, crypto has always been on the table. However, crypto price died down for a while after Trump’s victory in the elections, went for a bull run and die down again now. Asโฆ
Fu Shou Yuan is a funeral service which I invested in since last year. Despite my confidence in the company, stock prices has been steadily going downhill, causing many investors to lose faith. When prices are good, there are manyโฆ
The US dominated the global stage with 3 things – military, currency and media. Of currency, the petrodollar system is the foundation. Oil is to be traded in USD. Countries who require oil to power up their industries have noโฆ
The highspeed railway, more commonly known as the bullet train, is one of more efficient methods of domestic transport if the distance between 2 points is not overly great. In fact, there are many instances when the highspeed railway isโฆ
It is better to work with someone you dislike but has credibility, rather than someone whom you like but do not have credibility – this was what I have been taught since young. For the past one month, I haveโฆ
Geographical arbitrage is the practice of earning income in a strong currency or high-cost area while spending or operating in a lower cost area, thereby swiftly accumulating wealth or achieving a higher quality of life at a lower cost. Forโฆ
Japan’s 10 year, 20 year and 30 year bond yield has increased significantly over the past few months, and this fact is being plastered all over the news. Why is this a concern, and what impact does it have? Iโฆ
10 years ago I went to the North-Eastern part of China to attend a friend’s wedding and experienced a series of culture differences. Wedding Culture Differences First off, the wedding banquet was in the day, which by itself is notโฆ