ADIA investment fund alone has around $1trn under management at the moment. There’s also plenty in of cash in Dubai, Riyadh, Doha, all finding a home in the West. China is definitely the big future t… (View Post)

Because most people don’t realise how much they rely on Taiwan. (View Post)

The single biggest lesson to learn from the pandemic, is why was there an absolute determination to allow outbound leisure travel at every stage? That should have been the very last thing to be opene… (View Post)

The problem is that governments seem to see house prices going down as undoubtedly a bad thing. They have institutional memory from the early ‘90s which stil hasn’t gone away. The reality is that hou… (View Post)

Spot on. As a really obvious example, medical gowns. Should we now be buying them, storing them, and using the bottom of the stored pile, with a year’s supply in the store? Do we have companies in th… (View Post)