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 surprised 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

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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 & […]

200000 Vietnamese dong notes, worth less than US$10 each but more than most free financial advice

10 Emerging Markets to Watch in 2017: The Closed-End Fund Sentiment Indicator

Posted Leave a commentPosted in Investing

I have long been a fan, observer, and investor in emerging markets, ranging from the most frontier the most developed of emerging markets (often repeating that the US can be called “the most successful emerging market in history).  Anyone who knows me personally knows that this interest in emerging markets drove me to travel through […]

Hong Kong skyline - one place GFM Asset Management looks when investing in the world's most profitable companies

35 Largest Life & Health Insurance Companies by Market Cap 2017

Posted 1 CommentPosted in Lists

Like banks, if not more than banks, insurance companies benefit from economies of scale and diversification that comes from pooling diverse risks.  What should stand out looking at this list of some of the world’s largest life insurance and health insurance companies is how much larger the Asian insurers, even though the US still has […]