Hong Kong ETF list published by HKEX (Hong Kong Exchange) on Nov 2017

Hong Kong ETFs Remain China-focused, Bond-light, and Under-owned

Posted Leave a commentPosted in Investing

Hong Kong ETFs are, and are likely to remain, the best way to trade and broadly allocate to China, it is not hard to argue that Hong Kong has the best ETF market in Asia.  As a reference, I am posting below a scan of the brochure the HKEX handed out at a recent ETF […]

largest companies in the world - usually thought of by their skyscrapers

50 largest companies in the world by market capitalization as of 2017 end

Posted Leave a commentPosted in Investing, Lists

Investors looking to replace index ETFs or more expensive stock mutual funds or closed-end funds with direct positions in blue chip stocks may want to start by owning some of the largest companies in the world by market cap.  Market cap is simply the total value of shares outstanding, and most index funds and ETFs […]

China International Bond Investor Forum 2017 Notes

Posted Leave a commentPosted in Events

I attended the China International Bond Investor Forum on October 26th, 2017 in Tsuen Wan, Hong Kong, and despite its remote location, was suprised it was so lightly attended (maybe 50 total, with over half the seats empty) given the size and importance of the Chinese bond market.  The main takeaways include: The China bond […]

Silk Road Trip 2017 Photos Set 1 of 3: Hong Kong to Lanzhou to Urumqi

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This is part 1 in the series of posts showing a total of 50 photos from our August 2017 trip to and along the China side of the silk road.  To continue to part 2, click here. In August 2017, we decided to take an educational summer trip to China’s silk road starting overland from […]

Silk Road Trip 2017 Photo Set 2 of 3: The Karakorum Highway and Tashgurkan

Posted 1 CommentPosted in Uncategorized

This is part 2 in the series of posts showing a total of 50 photos from our August 2017 trip to and along the China side of the silk road.  To continue to part 3, click here. The Karakorum Highway was the highlight of our August 2017 Silk Road trip, and if we had more […]

Silk Road Trip 2017 Photo Set 3 of 3: Back in Kashgar to see the Old Town, Sunday Market and Livestock Market

Posted 1 CommentPosted in Uncategorized

This is the last in the series of posts showing a total of 50 photos from our August 2017 trip to and along the China side of the silk road.  To go back to part 1 on this series, click here. After driving back along the 300km Karakorum highway road back from Tashgurkan to Kashgar, […]

Top 28 Countries for overseas college education, according to THE World University Rankings

Posted Leave a commentPosted in Personal finance, Web finds

In preparation for today’s college savings seminar, I updated the following table on which countries have the most universities, students, and international students in the Times Higher Education World University Rankings top 200 universities. Perhaps not surprisingly for an English language publication, the US and UK together hold 95 of the top 200 spots, with […]

Videos of Jim Rogers speaking in Shenzhen February 25th 2017

Posted Leave a commentPosted in Books, News

This past Saturday, February 25th 2017 at the Ritz-Carlton Shenzhen, legendary investor Jim Rogers spoke to packed rooms about China, investing, the dollar, and having children, especially girls.  Below are just three short videos from the event posted on our YouTube channel “GFM Money Minute”: Be inspired!

Unicorn comps: 60 Internet Stocks worth US$1 billion or more

Posted Leave a commentPosted in Lists

I consider myself a relatively boring, probability of cashflows investor not easily attracted to hyper-growth promises of many Internet company investments.  Nonetheless, I have slowly started to get more interested in established Internet companies as I see them developing moats and staying power that make them sustainable cash cows more than bets on speculative upside. […]

Latest Hang Seng Index changes make Hong Kong's Benchmark even more Mainland-Oriented vs HSCEI

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Last Friday the South China Morning Post reported that the Hang Seng Index would make at least two replacements on March 6: dropping HK garment trader Li & Fung (0494.HK) and mainland beer maker Tsingdao Brewery (0168.HK) and adding Chinese carmaker Geely Auto (0175.HK) and the Postal Savings Bank of China (PSBC = 1658.HK). Li & […]