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
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 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
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
The US stock market seem resilient, and the AI hype is so strong it might as well be an AI bubble. Background The S&P 500, and by extension the US stock market, seems to be never dying, rising up andโฆ
Few years back, there was a craze in buying Thailand properties. From properties in Bangkok to Chiang Mai to Phuket, many Asian investors invested in those properties. Property agents were all out trying to sell as many as they could,โฆ
ๅคซๅฐๅ ต่ ๏ผไธๆฐๅๅฎ๏ผไธๅฎๅ่ตฐ๏ผไธ่ตฐๅ้๏ผไธ้ๅๆญปใ- ๅธ้ฆฌๆฟ In military, if you do not attack, defend; if you do not defend, retreat; if you do not retreat, flee; if you do not flee, die – Sima Yi The Chinese has a saying: The business world isโฆ
A reader asked how do I go about in choosing stocks that are cheap, safe and of value? The short answer is that I find windows of opportunities that comes along with the big trend. The process is actually drawnโฆ
In the Western society, there is an analogy that choosing a stock is like choosing a wife. In fact, in their 1997 annual meeting, Warren Buffett and Charlie Munger were talking about opportunity costs when choosing a particular investment, andโฆ
Few days back China Yangtze Power announced that they will be investing 26.6 billion yuan over a period of approximately 7.5 years into ‘ship locks’, with no indication of any investment returns. To put it plainly, state-owned Yangtze Power willโฆ