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 […]

Going Dutch for happiness

I had good hard think recently after debate about happiness I had with my mate Adam. Long after the debate I realised I was putting my argument the wrong way. My argument was based on the data that shows money has a weak correlation with happiness and after a certain point, it has pretty much […]

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 […]