Don’t fix a ship in a hurricane
The middle of a hurricane is not the time to fix your ship. Rather, the best time to fortify your ship is long before you let it sail from harbour.
The middle of a hurricane is not the time to fix your ship. Rather, the best time to fortify your ship is long before you let it sail from harbour.
Investors would do well to ensure their portfolios are built to be resilient no matter what unfolds in China.
Chinese reform is a big deal. Despite being the second largest economy in the world and experiencing decades of impressive growth, China suffers from structural challenges that hamper its future potential.
The Chinese stock market has been very hot as of late. Many Chinese indices are up dramatically over the last twelve months.
In the spirit of the holidays, let’s put aside the overwhelming barrage of negative short-term economic and geopolitical news we’ve been faced with recently – which is often one of the most challenging aspects of long term investing – and instead, focus on a long term positive investment trend as we look towards 2015.
‘Twas the day before Christmas, so we’ll take our cue, to provide our blog readers, with a year in review.
Last week was a productive one for diplomats. Not only did the U.S. and China sign a landmark climate change accord, the two mega-powers also established military guidelines to govern the contested waters off China and agreed to reduce technology tariffs.