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,…
夫將兵者，不戰則守，不守則走，不走則逃，不逃則死。- 司馬懿 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 is…
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 drawn…
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, and…
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 will…
Food, without which we all die. Companies like Tecon Biology which deals in the food supply business are therefore dealing with an inelastic demand. Do take note that the food supply business is not like the F&B sector. Even if…
Economic cycles are part and parcel of any capitalist economies, and this is important as we invest. We have periods of strong growth, of reaching a pleateau, of periods of decline and periods of recovery. Economies have their cycle, and…
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…
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…
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…
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…
Education is important, that’s what our parents told us. With good education, we will be able to get a good job, followed by a decent salary, and by consequence a decently good life. How well you study determines how successful…