Archive for the ‘Ambiguous Markets’ Category

Peak Performance

Tuesday, October 3rd, 2017

We are 10 years into a bull market run and a UBS Investment analyst at a London event with a global bank’s resources this morning suggests investors in a late cycle phase continue to be “pro risk assets (equities, credit, real estate) with a defensive stance.” Short-hand for “I have no conviction”?! As prudent entrepreneurs, executives and investors, we don’t have the luxury with our own money and endeavours. We must commit to a strategic direction and have convinced ourselves.

Interview With Me: The Street

Monday, January 4th, 2016

The Street’s China reporter, Ralph Jennings explores with James: profitable growth and expansion in China, warmer ties with foreign companies and governments, and the future of the politically-sensitive defence sector.

China Privatizes Arms Production as It Quietly Seeks Global Customers

http://www.thestreet.com/story/13409665/2/china-privatizes-arms-production-as-it-quietly-seeks-global-customers.html