August 2018

Investment Ideas

Investment Ideas – Track record May – August 2018

+10.10 % performance in 4 Months In May 2018, we started our new Diamond Membership whereby subscriber have access to our Investment Ideas. Mechelany Advisors’ Investment Ideas are the result…

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Investment Ideas

Investment Idea – A Leader in the Internet of Things

Mechelany Advisors’ Investment Ideas are available to our DIAMOND Members. We provide individual Investment ideas based on our multi-layered screening and valuation process. Some of our investment ideas may be…

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RISK ON AGAIN ! Welcome to the Oldest Bull Market in History

Weekly Markets Review. Aug 25, 2018 In this issue It is the Longest Bull Market in History ! Buy the YUAN … and Chinese Equities ! Sell The…

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Model Portfolio

Model Portfolio 25 Aug 2018 +20.45 % YTD

Manager’s Comments Our Model Portfolio delivered a strong + 5.04 % performance last week, settling back above 20 % year to date, as Chinese equities were buoyed by a stronger Yuan…

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BUILD A SAFE EXPOSURE TO THE CHINESE YUAN

We have been arguing for some time now that the past few months’ weakness in the Chinese currency since Donald Trump launched its Trade War with China in February 2018…

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Macro

Asia Economic Review

Our readers know that we have a strong focus on Asia, a region where we have worked and invested since 1984. In this post, and a times of recurring worries…

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Investment Ideas

Investment Ideas – US Telecommunications

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Investment Ideas

Investment Idea – US Transportation

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Investment Ideas

Invest in China with a Gem …

Over the past 8 months, Chinese equities have been the worst performing equity markets in the world, losing 30 % of their value despite strong economic growth and record profitability.…

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Weekly Monitors

ADDING TO CHINA !

Weekly Markets Review. Aug 18, 2018 In this issue Adding to China Commodity Markets Crisis ? FED’s catch-up The Week in Review The Markets in Charts Adding to China !…

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Investment Ideas – Track record May – August 2018

Investment Idea – A Leader in the Internet of Things

RISK ON AGAIN ! Welcome to the Oldest Bull Market in History

Model Portfolio 25 Aug 2018 +20.45 % YTD

BUILD A SAFE EXPOSURE TO THE CHINESE YUAN

Asia Economic Review

Investment Ideas – US Telecommunications

Investment Idea – US Transportation

Invest in China with a Gem …

ADDING TO CHINA !

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