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Introduction
I chose this theme —The Rise of the Asian Consumer— for our 2nd Quarter 2018 Wrap Up because this rise is a primary investment trend. Primary trends have a major impact and stay with us […]
Best Books for 2018
“The instruction we find in books is like fire. We fetch it from our neighbours, kindle it at home, communicate it to others, and it becomes the property of all.” ~Voltaire These are the books […]
Geopolitics & Geography
Geopolitics is driven by the growing competition for natural resources. That means that geography matters. China is a large country—approximately the size of the United States. It is governed by a one-party system that publishes […]
Wildcards & Unanswered Questions
Changes of the magnitude of the rise of the Asian consumer and of Asia, including China as a superpower, involve significant wildcards and unanswered questions. First and foremost, of course, is Plan A. What was […]
Financial Markets
Table of Contents “People do not necessarily know what they are doing, because our ability to comprehend even matters that concern us directly is limited – or, in the jargon, we have ‘bounded rationality’. The […]
The Rise of Asia – Movies and Documentaries
“America: Let’s teach our 9 year olds to play video games. China: Let’s teach our 9 year olds to make video games so we can sell it to 9 year old American kids.” ~ a […]