Blogs

Capitalist Roader and Red Dragon funds: Back from the holiday

A post-holiday boost favors index-weighted stocks as our funds mull new investments

Carrefour hits its target through acquisition

Given the difficulty in finding good sites, is acquisition the way forward?

What can we learn about the Chinese economy from the Hurun Rich List?

Does the annual ranking of China's billionaires give us any clues about where the economy is heading?

The price Apple should be setting for iPhones

In China, the market is prepared to pay much, much more for an iPhone 4

The Chaff in Chinese Wind

It was only a few months ago that Jeffrey Immelt, CEO of Gener

Analysis of the US vote on the renminbi

The bill seems more political than practical

Tiananmen Square protestor returns to Beijing in triumph

I would dearly love to be a fly on the wall this week as Li Lu

China's rare earth policy is set to backfire

The Turbot War of 1995 saw Canada seize a Spanish fishing vess

For all the tea in China

Tea Party logic descends upon US-China relations

Can North Korea embrace Chinese-style reforms?

Will North Korea follow China's lead and open up its economy? The view from inside the Kimchi curtain

Life after death for Shanghai's luxury hotels

The demise of Shanghai's high-end hotel industry has been much exaggerated

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?

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