Markets
By William Wachter
March 12, 2010
The Shanghai Composite Index (SCI) closed down almost 1% for the week, and all of the Capitalist Roader's portfolio, from China COSCO (601919.SH) to Huaneng... >>more
Economics & Trade
By Pete Sweeney
March 10, 2010
Romani Prodi, former Prime Minister of Italy and frequent Eurocrat, took a moment to speak to room of reporters yesterday at China Europe International Business School's (CEIBS) Lujiazui Finance Research Centre. Prodi, who is widely derided as a boring and pedantic speaker in Italy, was relatively... >>more
Markets
By William Wachter
March 5, 2010
The Shanghai Composite Index (SCI) closed down a little less than 1% from the start of the week. On the back of expectations that it would return to profit, China COSCO (601919.SH)... >>more
Markets
By William Wachter
February 26, 2010
The Shanghai Composite Index (SCI, 000001.SS) recovered from mid-week lows to finish 1.3% up from its Monday opening. China COSCO (601919.SS) finished similarly level for the week,... >>more
Investment
By Pete Sweeney
February 11, 2010
I recently received an interesting press release from Galileo Capital Management, a respected UK investment fund group. On February 2, 2010, Galileo announced the launch of a Lesbian,... >>more
Markets
By William Wachter
February 5, 2010
With the Shanghai Composite Index (SCI) down from midweek highs, it wasn't a very pleasant day for anyone: Markets closed with a 1.6% weekly loss. Increased concerns about credit tightening are driving investors away from risky... >>more
Markets
By Andrew Galbraith
January 29, 2010
It was not a brilliant week for the Shanghai Composite Index (SCI), China COSCO Holdings (601919.SH) or the Capitalist Roader Fund. The SCI closed at 2,989.29 points today, its third... >>more
Markets
By William Wachter
January 22, 2010
In the new era of the Capitalist Roader, we have no room for dead weight. That's why we decided to sell all 100 of our shares of China Vanke (000002) stock this week at a price of RMB10.10 (US$1.48). While making a bet on China's property market... >>more
Markets
By William Wachter
January 15, 2010
Capitalist Roader Fund
As the Capitalist Roader Fund enters a new year, the time has come to bid farewell to the old system which, while staid and resolute, was fundamentally flawed. Picking stocks by following positive macroeconomic trends helped us only to a meager 12% gain in 2009 even as the Shanghai Composite... >>more
Politics & Society
By Fergus Naughton
January 8, 2010
“A year is a long time and it includes moments of joy, sorrow and, yes, indignation. We admit that bad things happen all the time, but when terrible things happen that should not have happened it can send one into a fit of fury – justifiable fury.” So reads the China Daily’s... >>more