Growth

The Asian Market Surges in the Wake of Brexit

The Asian Market Surges in the Wake of Brexit

“There are decades where nothing happens, and there are weeks where decades happen.” -Vladimir Lenin Despite the turmoil within politics and the economy, there are a number of major trends that the financial media are completely ignoring. Events in Europe during these past weeks, this year, and over the last decade for that matter, highlight...

The Growing Middle Class Creates New Markets

The Growing Middle Class Creates New Markets

Despite all the doom and gloom about globalization on the run, it’s important to keep in mind what this international movement has meant to the world over the past three decades. In 1990, half the population in emerging market regions lived on less than $1.25 a day, and 25% were in extreme poverty. Now, only...

Think Cash Is King? You’re Wrong… It’s This

Think Cash Is King? You’re Wrong… It’s This

If you needed any further proof that patents are invaluable, we got it on Monday. In one of the biggest tech mergers of the year, Japan’s SoftBank Group Corp. (SFTBY), announced that it’s acquiring British chip designer, ARM Holdings Plc (ARMH). As my colleague Greg Miller detailed yesterday, the $32 billion tie-up makes eminent sense...

SoftBank Bets Big on the Internet of Things

SoftBank Bets Big on the Internet of Things

What does $32 billion buy you these days? For Japanese mobile communications firm SoftBank Group Corp. (SFTBY), it’s provided a route into one of the most lucrative up-and-coming technology fields. On Monday, the company ponied up the cash to buy British chip designer ARM Holdings Plc (ARMH). And Softbank’s Chairman, Masayoshi Son, isn’t shy about...

A Timeless Strategy, A New Opportunity

A Timeless Strategy, A New Opportunity

“However beautiful the strategy, you should occasionally look at the results.” -Winston Churchill Investors should be wary of any guru, advisor, or fund manager who advocates a “new” investment formula or strategy. History shows that there is only one way to achieve above average, consistent returns over the long haul – find a select number...

Forget Nintendo, This Gaming Stock is Scorching the Competition

Forget Nintendo, This Gaming Stock is Scorching the Competition

Is it 2016, or 1996? If I didn’t know any better, I’d say it was the latter: Independence Day is hitting theaters, a Clinton is running for president, and adults are scouring the earth in search of Pokmon. If you’re unfamiliar – Nintendo Ltd. Co. (NTDOY) has just launched the augmented reality game Pokemon Go,...

Patents Mean Profits… for Firms and Investors

Patents Mean Profits… for Firms and Investors

There’s a new war breaking out in Asia. It doesn’t involve guns, bombs, trade, or any geopolitical posturing, though. Rather, leading Asian tech companies are “turning to patents as ammunition,” writes The Wall Street Journal’s Juro Osawa. And every investor should take notice. For years, Asian heavyweights like Xiaomi and Huawei have been content to...

Why Mongolia Offers Strong Investment Upside

Why Mongolia Offers Strong Investment Upside

“We believe we’re at the bottom there. We’re keen on consumer goods and industrial companies.” So said Thomas Hugger, CEO of the AFC Asia Frontier Capital Fund, while referring to the investment opportunities in Mongolia at the moment. I agree with him. The country offers significant upside. Since I spoke at the opening of the...

The Trouble with Tesla

The Trouble with Tesla

Tesla Motors Inc. (TSLA), the electric car company controlled by tech billionaire Elon Musk, had a string of rough weeks marred by three major issues that did quite a bit of damage to the company’s reputation and valuation. In a short period of time, all kinds of concerns about the company have made the news,...

Ocean Trash Cleanup Test Underway

Ocean Trash Cleanup Test Underway

The polluting of the oceans is an ever-growing problem as more and more garbage – especially plastics – end up being dumped in our liquid ecosystem. A 2015 study by the University of California at Santa Barbara illuminated just how dire the situation has really become. The study revealed that nearly eight million metric tons...