Investors say they should avoid investing in the wrong stocks. But in my view, they should also avoid certain good stocks – if they are not good enough. Billionaire investor Warren Buffett once said: “Let’s say...

Investors have been overwhelmed by a flood of negative news recently, grappling with issues such as the social unrest in Hong Kong, escalating US-China trade war and an inverted USD yield curve. But these macro factors...

Charlie Munger, Warren Buffett’s longtime business partner, once reportedly remarked that “professors, judges and value investors live longer… while reporters, alcoholists and smokers live shorter” lives. Now, why would value investors live longer? Compared to value...

Like most graduate students, Zhang Lei, now CEO of Hillhouse Capital, was trying hard to find an intern job in 1998. But he didn’t have much luck and failed to get into the last round after...

Kweichow Moutai is definitely a star performer in China’s domestic equity market. However, some investors keep complaining about its high valuation. Moutai’s 30 times price earnings look expensive, but not really if one looks at the...

As US-China trade tensions ease, mainland firms listed in Hong Kong have been doing quite well lately on the stock market. Yet that doesn’t necessarily mean investors should chase them. Looking closer, we find that many...

From time to time, billionaire investor Warren Buffett shares his views on the US economy. When there’s a major crisis lying ahead, Buffett often can sniff out the problem and send a warning in advance to...

UK star fund manager Neil Woodford apologized on YouTube to investors earlier this month after he was forced to suspend redemptions from his flagship fund in the wake of massive withdrawals. The way I see it,...

Pessimists would feel bad about everything, while positive investors can always see opportunities during market corrections. Much of the recent selling pressure in equities comes from concerns over the US-China trade war. As I have mentioned...

When the US-China trade war broke out last year, Liang Ning, a tech veteran from Beijing’s Zhongguancun technology hub, wrote an inspiring article about China’s first indigenous microchip and operating system. Liang had participated in a project...

The US-China trade war is escalating. The Trump administration has put a ban on Chinese tech giant Huawei, causing fresh tensions. As both sides weigh their bargaining chips, some observers have pointed out that China’s nuclear...

Washington’s ban on Huawei has plunged a number of Chinese tech stocks, along with the broader Hong Kong market, to a three-month low. Will the ban slow down China’s 5G development? Will it deal a blow...

The US and China markets have both seen long-awaited corrections following an escalation of the trade war between the world’s two largest economies. Hong Kong stocks, too, faced some rough weather. While pessimists seem to be...

Most people stick with the same bank their whole life once they open an account with it. They may use the same bank account to receive their salary, pay the mortgage and settle other bills. Switching...

Tech and internet stocks are surging, but there are exceptions. Old tech firm IBM, for instance, seems to be suffering from a legacy burden amid rapidly changing technology. Buffett had bought IBM shares when they were...

How frenetic is the internet stock boom? Take a look at Netflix, and you can get some idea. The streaming video company saw cash outflow of nearly US$3 billion a year, yet its share price has...

Third-party sales have grown to 58 percent of the total last year from just 3 percent in 1999, Amazon.com founder and chief executive Jeff Bezos highlighted in his 2018 letter to shareholders. In my opinion, that’s part...

Over the long run, only companies that can deliver strong earnings growth will be able to sustain a rally and keep scaling new heights. As such, tech sector will remain one of the most promising areas....

Hong Kong’s housing market has rebounded along with the stock market. Transaction volumes have been picking up, and several new projects are selling very well. Does that mean the housing price will keep moving up and...

The United States’ Federal Reserve has said it will ease the reduction of its balance sheet – lowering the monthly cap to US$15 billion in May from US$30 billion at present – and halt the drawdown...