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Part II: Top Ten Stories
“Travel early and travel often. Live abroad, if you can. Understand cultures other than your own. As your understanding of other cultures increases, your understanding of yourself and your own culture will increase exponentially.” ~ […]
Financial Markets & Corporations
Let’s turn to financial markets. If you look at Chinese strategic plans—China is remarkable in the extent to which it makes strategic plans public—we see China successfully implementing its goals to build global financial liquidity […]
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 […]
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 […]
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 […]