Caveat Emptor

Bear Hunting in China Following up from my last post, I was interested to allocate my pent up warchest to capitalize on the fear in SG, HK and CN market, brought about from the Corona Virus Epidemic. Although this is not the market crash prophesied by the perpetual doomsayers, a warchest approach did come in handy for blind spots that everyone has been missing out. A statistical collation through Tencent revealed granular statistics about the nature of virus in CN. With the social backlash from China citizens for the undue censorship in China, I do not think there will be any fraud / misrepresentation in the big data collated from Tencent / China government. The risk of GIGO should be relatively limited. Caveat Emptor The below views are my own and anyone reading should conduct their due diligence Assuming ceteris paribus and the virus don't mutate to different form, the contagion effect of the virus is incredible high, and the fear of infection have probably contributed to t...

Thoughts about Investing in China Market I have recently ventured for a leisure trip to Shen Zhen and Guangzhou. Considering that a significant part of my portfolio is exposed to China market (Raffles Medical, OCBC, Tencent, HKEX), a trip to China has been on my bucket list for both professional and personal reasons. The reputation of ShenZhen as the silicon valley of the east indeed lives up to its name. I am very impressed by the contrasting differences in the retail landscape in China as compared to Singapore, as well as the potential of the China Market. Myth 1 : Any company exposed to China is bound to make it rich. If you manage to sell even a dollar to everyone in China, you will instantly be a millionaire. Reality : The retail landscape of China is insanely competitive. A scuttlebutt analysis at Fraser Suites Guangzhou exhibited a stark contrast with Singapore retail landscape, whereby even popular locations can have vacant stores. With Alibaba and JinDong (JD.com),...