News & Insights #39

Checking up on... China Tower's dividend... Gentoo Media's organic growth... and the Offshore drillers... amongst others

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For the moment, I have effectively stopped new Monthly subscriptions because animal spirits have (once again) taken over on some of the lower liquidity names.

Links, references & more

» The mindset of a contrarian investor

I like this 2025/02/17 youtube interview with Anthony Bolton. Thanks Tony for sending it to me!

How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk and how the best investment opportunities often feel uncomfortable. The conversation explores why current market dynamics may be creating even bigger opportunities for contrarian investors, while Bolton shares his views on China, US tech stocks, and the future of markets.

» China continues to open up

h/t CN Wire…

• 🇨🇳#CHINA UNVEILS ACTION PLAN TO STABILIZE FOREIGN INVESTMENT

• CHINA TO FULLY ELIMINATE FOREIGN INVESTMENT RESTRICTIONS IN MANUFACTURING SECTOR

• CHINA TO EXPAND PILOT PROGRAMS FOR OPENING TELECOM, HEALTHCARE, AND EDUCATION SECTORS

• CHINA TO PROMOTE ORDERLY OPENING UP IN THE BIOPHARMACEUTICAL FIELD