And The Weather Shall Be

A self-proclaimed global market leader with a dominant market share in their specialty chemicals business. The founder is still with the business and is one of the largest shareholders. The business has been experiencing significant growth over the past 36 months helped by a long tailwind of industry policy. Participants in the capital market were swooned by […]

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 […]

Alignment Quality

金融风暴不可怕,可怕的是心灵风暴; 景气不好不必惊慌,怕的是人心不安。 Translated in English, it reads: “The vicissitudes of the capital markets are insignificant compared to the disturbance of one’s soul; there is no need to panic amidst a lacklustre economy but of great concern if one’s mind and heart is not tranquil.” It may take many years of practice to achieve a state […]

Quietly Growing

Lets look at a highly esteemed premium retailer run by an honest 2nd generation family owner which grew from their domestic base (where they are number one) to grow in a much larger neighbouring market (where they are also number one), and went on to grow in a third, much further and much larger market. […]

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 […]