August 27, 2018

Chinese Biotech

Long term trends, hard to not be bullish on Chinese healthcare sector… Chart then download: —- —- Download PDF Chinese Biotech Website https://www.ubs.com Good investing, Meb Faber theideafarm.com
October 15, 2015

Pettis

I spoke at a conference awhile back where Pettis was also a speaker, and he was fascinating.  Granted, by the end of the talk my head hurt, but I have since followed his work with great interest.  Below is a […]
August 12, 2013

The Challenges of China’s Rise

Apologies for not sending much summertime reading, but I was on the trail doing three talks, a podcast, and a webinar.  The good news is I spent a lot of time reading on the airplanes, and found some interesting pieces […]