Investment postcard…from Beijing

Investment postcard…from Beijing

As the expression goes, travel broadens the mind. This last weekend found me in Beijing, the capital of China, with a modest formal agenda but an innate curiosity to find out a little more what makes the country tick. I know China was not directly part of the recent...
There are always worries…so just embrace it

There are always worries…so just embrace it

‘Don’t worry about the world coming to an end today. It is already tomorrow in Australia’ – Charles M. Schulz What a last week. More trade angst as the war of words spills over into more tariffs, a German government that is wobbling, higher US interest...
The art of deal

The art of deal

‘You pray for rain, you gotta deal with the mud too. That’s a part of it’ – Denzel Washington You can buy Donald Trump’s book ‘The Art of the Deal’ online for the equivalent of a couple of cups of coffee. In terms of what he writes you can get the gist by...
A record level for the FTSE-100 index

A record level for the FTSE-100 index

‘Congratulations. I knew the record would stand until it was broken’ – Yogi Berra I kind of feel the same way about records as Yogi Berra does in the quote above. The biggest influence on stock market records is typically not economic growth (although that...
Novo Nordisk A/S and the struggle against diabetes

Novo Nordisk A/S and the struggle against diabetes

Spotting big picture themes is usually a good route to investment success. Unfortunately one growth theme in the healthcare world today is the rise and rise of those impacted by diabetes. The world’s most successful diabetes treatment company – as shown in the...