Journey of a Novice Investor…
A Case Study in Valuation, Mean Reversion, and Patient Investing On October 3, 2022, the Hang Seng Index (HSI) closed at 17,079.51, weighed down by extreme pessimism, regulatory uncertainties, and economic headwinds in mainland China and Hong Kong. In the article I published at that time – What is the expected rate of return of Hang … Read more
In a prior post, HKSE Watchlist, I listed Best Mart 360, as a stock of interest. In this article, I discuss the company in more detail and layout the many reasons why Best Mart 360 is a compelling candidate for addition to a dividend portfolio focused on the HKSE. Introduction to Best Mart 360 For investors on … Read more
Introduction Geopolitical developments often have a profound impact on commodity markets, and the recent escalation in the Israel-Iran conflict has once again brought this reality to the forefront. The direct military confrontation between both nations has triggered a steep spike in oil prices, reflecting the significant geopolitical risk premium demanded by investors. The probability of … Read more