You have as many opportunities in China as there are places: CapitaLand
China Trust’s CEO
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Even at this pivotal and volatile moment in the world economy, when
geopolitics have thrown trade relationships into doubt, China remains a
good bet in t...
5 hours ago
Growth story faded...
ReplyDeleteNevertheless, it has a super strong balance sheet.
No longer mentioned as case study of multi-bagger value investing at free preview seminar
DeleteLook at the correlation between the macros and the upper middle class products they are selling. OSIM sells lifestyle products which has gone out of fashion. Need to find their mojo again to stay ahead of the curve.
ReplyDelete