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 […]

Capitalism in crisis and the role the business community and nation states must play

Western Capitalism is not working as well as it should. Growth is sluggish, inequality is rampant and people are more politically divided than ever before. Trust in the media, politicians and banks is at an all time low and populists that are more likely to exacerbate these issues are in power. But populists like Donald […]

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 […]