Rough Seas Ahead

Decreased global economic activities caused by the trade tariffs’ tension; increasing interest rates; the end of the US Federal Reserves’ monetary easing policies and the beginning of the monetary tightening cycle; combined with a reduced tax rate in the US; as well as the highly dramatic flip-flopping US-North Korea “relationship”; all these are causing institutional […]

Reacting vs Responding

A couple of months back, a friend and fellow investor asked if investors should rotate to hoard cash or remain invested/ buy more amidst these volatile conditions? The long answer to that is investors should consider to: Increase funds (new sources), Reduce stakes in relatively high valuations companies, Increase stakes in relatively low valuations companies […]

Scuttlebutt

How can we discover worthwhile companies out of thousands of companies in the world? July 2016, a worldwide phenomenon happened that few people would not have known. You could see people standing around under the hot sun, gathering at cafes and malls, the parks and gardens are suddenly full. That phenomenon, of course, refers to […]