China: Why stay the course?
Chinese shares have slumped – but now look like good value. Here’s why…
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
Asia ex-Japan Market Update
The last 12 months have been a tough period for markets in the Asia region. Only two markets in...
Market Update: 22 September 2021
Property developer China Evergrande Group is receiving considerable media attention due to its...
China: Time to Run or Time to be Bold?
Recent activity from Chinese regulators and the response from markets is testing the resolve of...
China’s Societal Change: Centralised Command and Capitalist Entrepreneurs
The focus and behaviour of commentators and investors often reflect their assumed knowledge and...
Milk: A Nourishing Option for Investors
The milk, yoghurt, cheese and dairy industry might be viewed as well-established, perhaps even...
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