Chinese Government

It PAYS to Listen to the Chinese Government

February 13, 2017

The story of China’s explosive growth over the past few decades is incredible… I was there on the ground at the very beginning and witnessed first-hand that when the government says ‘growth’ it means business. A key advantage that China’s system of government and planning is that...

Louisiana Transfer

The Greatest Real Estate Deal Of All Time?

January 12, 2017

The “Mighty” Mississippi River is born a mere trickle in Lake Itasca, some 1,500 feet above sea level in the northern U.S. state of Minnesota. From there it meanders its way south, gathering volume as the increasing flow from tributaries swell it into the fifteenth largest river in the world...

Trump vs China

Asia In A Trump-ed Up World

January 9, 2017

The election of Donald Trump to the office of the President of the United States represents one of the most extraordinary political upsets in modern history. Mr. Trump promises to completely upend the global geopolitical order, and in particular his comments and apparent philosophy towards...

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Don't Be This Guy

My Top 5 Worst Investments… #4

December 1, 2016

It’s been a while since I brought my readers an example of one of my own personal car-crash investments! This edition of My Top 5 Worst Investments doesn’t relate to any specific investment per se. I’m talking here about a broader type of deal that everyone will be tempted by at some...


To Peter… 47 Years Ago…

November 25, 2016

A Letter From South Africa to the Younger Me In 1972 my wife and I stepped off a ship in Durban after a two week voyage from New Zealand. It would prove to be the start of an incredible journey the length of Africa, to London and ultimately Hong Kong. Returning to Africa earlier...


A Market You Can’t Ignore: Part I

November 16, 2016

The Chinese property market is a market you can't ignore. You don't have to express a view, but you should know enough to have one. Its impact on global marketts is only getting larger. We reiterate a buy position on our key 'Phase 4' investment theme. I know that many of my...

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