All Roads Lead to China:

The Chinese web site Sohu reported one of the more bizarre episodes in recent memory, as one building of a multi-phase residential construction project literally fell over in an early morning rain storm killing one person on the construction site. The 13-floor building is – was – located on Shanghai’s Jian Hua Nan Lu in [...]

Good friend, and frequent commenter, Jay Boyle once said that “Guanxi either retires or goes to jail“, and over the past few years in particular we have begun seeing this as Beijing clamps down on a number of officials for graft. Most recently the removals of Shenzhen Mayor Xu Zongheng and Pi Qiansheng Binhai New [...]

In China, there are few mistakes more difficult to recover from than misjudging value. It is a lesson that I learned early on while working for a valuation firm and assisting firms purchase state-owned assets, invest in joint ventures, pick up non performing loan portfolios on the cheap, or funds develop their residential real estate [...]

Taking a 2 week break after nearly 2 years of posting I must admit was therapeutic, but more than that, it gave me a chance to take a bit of stock on just how much content had been published… and before I get back to writing, I wanted to see first how I have been [...]