Blog Archives - Page 4 of 8 - Schulte Research

Feature on Bloomberg. Original article can be found here Sandwich Class Confronts Mainlanders Over Hong Kong’s Future More knowledge oriented rather than numbers. Seeking for a career growth rather than a job. Each day completely different. International environment Driven and fire up. Passionate to learn and find ways to improve. Wilson Wong is manning a barricade in the heart of Hong Kong, letting only emergency vehicles pass, when a purple Bentley drives up [...]

Paul Schulte

October 10, 2014

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RTHK: Money For Nothing

I was recently invited as a guest speaker on RTHK’s Money for Nothing . Please see below for the link. Enjoy ! Inequality and Social Problems in Hong Kong

Paul Schulte

October 10, 2014

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ED.61 Hong Kong: A (fitful) end of an “anything goes” economy.

The harder they work, the more the Hong Kong people fall behind. Even with an unemployment of 3.3%, Hong Kong has the dubious honor of having THE greatest inequality in the developed world as measured by the Gini coefficient.

Paul Schulte

October 6, 2014

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ED.60 Brazil: Devolution into Inflation and Devaluation

It looks like Brazilian election will not be a squeaker as many thought. The PT machine has pulled it out and Rousseff looks to be victorious. Oil is down to $90/barrel and the BRL is weakening significantly. This is a double whammy for Petrobras, whose balance sheet is very weak, indeed.

Paul Schulte

October 3, 2014

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ED 51. Alicloud & Hundsun: New Financial Architecture

Aliyun is the cloud business for Alibaba. It started in 2009 and has seen a five-fold increase in revenues to Q1 2014 of $125 million. ———————————————————————– Full report is available in “RESEARCH” ————————————————————————–

Paul Schulte

September 15, 2014

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5 Bank Problems Offer Inroads for Firms like Alibaba ED.50

Banks are like the old powerful movie studios of the 1930s and 1940s in that they failed to realize that TV had great technological potential. They ignored it and thought it would go away. These studios were mostly broken up or gone by 1950. The big banks are doing EXACTLY this, only with Financial Technology today. There are five major problems coming down the pike. ———————————————————————– Full report is available in “RESEARCH” ————————————————————————–

About Paul Schulte

Philosophy