Why I’m bullish on Baidu

Baidu. The most popular search engine in what will soon be the world’s biggest economy. It has over a billion monthly active users and another 275 million that have DuerOS voice assistant (the Chinese equivalent of Siri). And great news. It’s undervalued! The following report should not be taken as investment advice. It’s my opinion […]

Snowbalisation: the beginning of the end

After years of growth global supply chains have not just stopped growing but are actually shrinking In the 90s, a booming time for globalisation, the idea that global supply chains had become flat was considered gospel but in recent years the tide is beginning to turn. Baker Mackenzie an American consultancy interviewed 600 Asia based […]

Will China democratise?

There are three key arguments against democratisation in China The Chinese middle class is too small and will unlikely grow. Democratisation happens when a middle class grows large enough to demand political reform this has been the case for other democratic regions in the country like Japan. But Japan is small in comparison to china […]

Is the Dollar going to collapse? What will happen and how can you protect yourself?

For the dollar to collapse there must be an underlying weakness. From 2002  to 2018, the dollar has declined 6 percent according to the U.S. Dollar Index because the U.S. debt almost more than tripled during that period to a whopping $22 trillion. The debt-to-GDP ratio is now more than 100 percent which increases the chance the United […]