Monthly Archives: April 2011

Interesting Dynamics in Chinese Real Estate

Fifteen years ago, a friend of mine asked me to help him invest in some toilet business as the building boom was coming in China.¬† At the time, he sold half of his Discovery Bay real estate development in Hong … Continue reading

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US$1 hit RMB6.50 today

This means the export-led model of the last 30 years is changing. ¬†Growth in the next 30 years will probably be IP and brand-driven. The export model is no longer viable: labor and fuel costs are prohibitive and the land … Continue reading

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