

China’s National Peoples’ Congress (NPC) meeting kicked off today with Premier Li’s announcing its first Government Work Report. It’s definitely an interesting day for all China watchers and investors, as we are all looking for clues in China’s upcoming plans to prop...
China Watch: Making sense of the recent NPC

China’s slow march to normalisation
Originally published December 2022. Investors should be concerned about socio-political development in China as it has profound economic and geopolitical implications that will reverberate around the world. The acts of public defiance in China witnessed a couple of...
China’s slow march to normalisation

China’s declining working-age population
Originally published October 2022. How it could elevate role of Vietnam and robotics in global supply chain China’s population reached 1.45 billion in 2022 and is forecast to plateau around these levels early next decade, according to the UN projections. Thereafter,...
China’s declining working-age population

Short selling Adani
How an obscure US firm profited from triggering the Indian giant’s price plunge. A few weeks ago, Gautam Adani was indisputably India’s richest man. Now his fortune is slipping away as the stocks of his many companies crash, thanks to the efforts of a relatively...
Short selling Adani

Taiwan’s rocky road to independence and democracy
Originally published August 2022. Published in 1946, the novel Orphan of Asia, by Taiwanese author Wu Zhou-liu, tells the story of Hu Tai-ming. Born in Japan-occupied Taiwan, brought up in the Chinese tradition, Hu is forced into the Japanese educational system....
Taiwan’s rocky road to independence and democracy