Blogs

Nissan cuts through the Sino-Japanese hot air

As the politicians escalate the crisis between China and Japan, Nissan announces an enormous expansion onto the mainland

Capitalist Roader and Red Dragon funds: Small change

The Capitalist Roader sees its small consumer play continue to outperform

Will Chinese banks be forced to up their capital reserves?

Rumours are swirling about a move from the regulator, but it seems all smiles for now

How to save 24 million tons of coal in Shanghai alone

Some frankly scary statistics about how much energy is wasted in Shanghai

When will Shanghai move up the value chain?

Companies investing in technology in Shanghai are getting a dramatically low rate of return on their money

Mind your Maos

Currency risk for expats in China

Capitalist Roader and Red Dragon funds: On tenterhooks

The SCI is still stuck in neutral as investors ask: When will Beijing act?

China's energy crackdown does not add up

Factories in Hebei are being squeezed, but for what?

Vodafone is right to sell off its China Mobile stake

Why would Vodafone want a toehold into a market where it can never operate?

Why doesn't anyone like M&S in Shanghai?

Shaun Rein suggests in the WSJ that there's no middle class to buy the retailer's goods

Foxconn's problems continue

Has the situation at Foxconn been stabilised?

Capitalist Roader and Red Dragon funds: Surprise!

The Capitalist Roader Fund catches a welcome break, but the Red Dragon sees dark clouds ahead

The big China news: China isn't big news anymore

Does less China buzz in international headlines necessarily mean a thinner bottom line?

Saluton! China Unicom

China Unicom speaks more languages than you might think

The circular financing of Chinese banks

Money goes round and round and Moody's sniffs a rat

M&A Away!

Now may be the prime time for logistics companies to be scouting out potential local M&A candidates.

Capitalist Roader and Red Dragon funds: Testing 2,500 again

The SCI continues to lose steam, but our funds remain optimistic

China to US: Send more smackdowns

Scripted, ridiculous American professional wrestling is a hit in China. It's less weird than it sounds.

Capitalist Roader and Red Dragon funds: Soy milk

The Capitalist Roader snaps out of inaction with a consumer play

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