Market Thinking

making sense of the narrative

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Month: September 2021

Australian Financial Review

For those with a subscription, the link to the latest AFR piece is below. What you thought you knew about investing in China is wrong The reality is that under Xi Jinping, the where and how of investing in China Read more…


Market Thinker on EM Consumer

The latest Market Thinker piece on Thematic investing is up at CityWire. Looking at the prospects for Investing in EM Consumer stocks at a time when US investors are dumping large cap VIE structures like AliBaba. As usual we provide Read more…


Upcoming (electric)car crash

The Wall Street habit of making up absurd valuations for Tech stocks on IPO has succeeded in the digital space largely because the unit cost of production in digital is approaching zero and the potential scale effects are huge. However, Read more…


George talks his book..

In a rare sighting, George Soros appeared in the Financial Times yesterday warning investors about investing in China. (The link is behind a paywall, but it appears in multiple other places, including here). This was interesting for a number of Read more…