Year: 2019

China at a Discount

Conventional wisdom has it that most of the products coming out of China are cheap, but is it the same for its investment valuations? China has been obviously pummelled by trade wars, which severely dented its exports and thus impacted its industrial activity, with manufacturing PMI sagging all the way from early FY18 to now. […]

Conservative Optimism

The consensus is that the next recession will be mild, nevertheless risk taking is disproportionate vis-a-vis the actual economic backdrop

Drive In Banking

Banking and investment services are soon going to be offered by every company. We’ll have to make sure that consumers and businesses are only receiving net benefits in the process