Market Scorecard Markets were in a buoyant mood yesterday on the announcement that the EU and UK have agreed to a revised Brexit deal. The new deal is effectively the same as Theresa May's earlier withdrawal agreement with Brussels, but with an important change to the handling of trade across the internal Irish border. … Continue reading Deal or No Deal?
"Debt issues were tackled and growth levels were lowered to 6.5 percent per annum. The pundits were disappointed to see fewer economic reforms. For whatever reason, people see the growth number as "slow", when the base is clearly much higher and bearing in mind that China accounted for 30 percent of all the growth globally … Continue reading A Chinese growth story
"Stress less about the things beyond your control, know that children being born in China are around 100 times better off than their parents generation. Really." To market to market to buy a fat pig First day back for the markets yesterday, at least in the "New Year". I used to tell my colleagues to … Continue reading 100 Bagger in China
' "there's only one word to describe China's wealth accumulation: Relentless. Since 2000, China's per-capita wealth has quadrupled to $22,513, and the country has more than a million millionaires. As of June 2015, the country's total household wealth of $22.8 trillion trailed only that of the U.S." And how much of that in the stock … Continue reading My China! Check this growth
"So, if your base is more than double that of 2009, any growth rate now would represent double the growth from back then? Do you think that people get it? No, for the same reasons that people do not save and appreciate compounding interest, it is the same reason they refer to a "slowing China". … Continue reading China grows GDP by $714 Billion
"The Mediclinic share price sank on Friday, not through any announcement from that company, rather through another business impacting on a pending deal that may, or may not take place." To market to market to buy a fat pig. The stock market march continues. And it is another reminder that if you are an investor, … Continue reading Mediclinic Counter
"To tie in Britney and China one more time, in 1999 China had a population of 1.258 billion at the end of the year, estimates currently are just over 1.4 billion people, in 16 years the largest population on the planet has added 142 million people, that is roughly the entire population of Russia added … Continue reading Hit me baby one more time
"It is simple, the recent weakness, 9 months or so, in all emerging market currencies is due to a strengthening Dollar, the anticipation of a rate rising cycle in the US, relative to lower rates for longer in Europe and intervention in China. We all just have to deal with this, period. Companies with greater … Continue reading Yuan crisis, Yawn