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Introducing
Financial Voyage
"Make
voyages! -- Attempt them! there's nothing else..." - Tennessee
Williams
 Why
Financial Voyage 
Reading
NaviMaps; Briefly on NaviThink
Short
Notes
Currencies:
Leveling down.
Oct 12, 2001
What OPEC
should do about crude prices; Ideas for trading Crude Oil.
Sep
25, 2001
After WTC
Attack: US stock markets are too optimistic. Sep
19, 2001
Hot water
tap, Cold water tap - Interpreting US economic and corporate statistics.
Jun
27, 2001
A
health check of our map on Indonesia - What is Gus Dur's strategy
May
30, 2001
It
is all about buying time. May
18, 2001
Is the ECB
condemned to do "everything wrong"? May
14, 2001
Investing
in Malaysia is taking too much risk? May
10, 2001
Hayami
will go, and even if Koizumi fail, it is "okay".
May
4, 2001
Whither the Yen and Nikkei? May
1 , 2001
Which
currency system is best?
Apr
27, 2001
How
China could engage Taiwan and its US sponsor.
Apr
26, 2001
Some
speculation on Koizumi's strategy.
Apr
25, 2001
Incoming
Japan's PM Koizumi. Apr
25, 2001
Re-pegging
the Malaysian Ringgit. Apr
24, 2001
US:
The Argentina's Test. Apr
24, 2001
More...
Expert
Calculations
Mapping
the leading ideas
Analysis and insight of the top minds & leading publications.
Mapping Warren Buffet’s ideas from Berkshire Hathaway AGM 2001. Jun
13, 2001
Warren Buffet "big moats" principle. May
23, 2001
Michael
Porter’s Five Forces and Globalization. May
17, 2001
How the Internet Can Boost Your Brand: BCG. Apr 19,
2001
Network Publishing - Creating value through digital content : AT Kearney
Apr 18, 2001
STRATFOR: China’s Strategy Shocking the System. Apr
7, 2001
Gary Hamel on the impact of the Internet. Mar 21,
2001
The cheap Aussie deserves to be cheap: Morgan Stanley
Mar 13, 2001
Vinod
Khosla on Venture Investing. Mar
8, 2001
More...
Other
Maps
 Other
Maps consist of maps drawn from self-improvement, social, cultural
and political issues. They are generally of a non financial nature.
Should you buy Dell? Aug
28, 2001
(no
login needed)
Loss of “Happiness” will limit East Asia’s prospects. May
14, 2001
The Internet and Industrial Brands.
Apr 23, 2001
What hawks could do to the US-China relationship. Apr
13, 2001
Scenario 3: The Next Bipolar World. Apr
11, 2001
The
US-China stand off over a spy plane. Apr
8, 2001
More...
Local
Interest Maps
Creating
the IFA market in Singapore. Dec
20, 2001
Singapore Inc. : Directing Innovation. Aug
16, 2001
SW(OT) to NaviMap : Singapore Inc., MNC ambitions.
Aug 5, 2001
Malaysia:
Risk of trading away the future with quota based College admission.
May
11, 2001
Education:
From streaming to mass customisation. Apr 2, 2001
Singapore/Malaysia:
A scenario for currency stress Mar
30, 2001
Singapore Dollar: Short term weakness, Long term strength? Mar
23, 2001
Analysis
of the Education Minister position on Study Pressure. Mar
19, 2001
The Trouble
with Ranking Schools. Mar
14, 2001
More...
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The future
after the Bubbles. Feb
18, 2002
UA as example
for Business: In crisis Survival First. Dec
23, 2001
What is
happening in the electronics industry. Dec
21, 2001
Creating
the IFA market in Singapore. Dec
20, 2001 (no
login needed)
A model
to show how Visibility will return, and when to act. Nov
30, 2001
Reinforcing
Loops: The five elements of innovation. Nov
18, 2001 (no
login needed)
A fairer
and better Globalization ahead of us. Oct
25, 2001
US: Post Terrorist Attack: The Trajectory of Recovery. Oct
15, 2001
It is a matter of time OPEC cuts production. Oct
5, 2001
Post Terrorist Attack: Investors are too bearish. Sep
25, 2001
The HP-Compaq Merger. Sep
5, 2001 (no
login needed)
Should you buy Dell? Aug
28, 2001
(no
login needed)
Plenty of room for interest rates to fall. Aug
20, 2001
Singapore Inc. : Directing Innovation. Aug
16, 2001
(no
login needed)
SW(OT) to NaviMap : Singapore Inc., MNC ambitions.
Aug 5, 2001
(no
login needed)
US: Going beyond the US recovery. Aug
1, 2001
Flowering of Broadband
Internet.
July
27, 2001
Strategy : Shifting the “Immovables” Part 2 of 2. July
24, 2001
Strategy : Pressure on the “Immovables” Part 1 of 2. July
23, 2001
Strategy: The New Competition. July 20, 2001
Strategy: A better way to Compete. July 18, 2001
Strategy: Everyone’s Favorite Competitive Imitation. July
18, 2001
The nature of the ‘U’ shape recovery. Jul
6, 2001
Emerging markets only for punting? Jun
28, 2001
Is the PE of the S&P 500 natural level raised above 15. Jun
27, 2001
Official corruption in emerging economies. Jun
20, 2001
Watch out Singapore Banks.
Jun 18, 2001
(no
login needed)
Inflation Tug of War. Clue to stock picking. Jun
14, 2001
Mapping Warren Buffet’s ideas from Berkshire Hathaway AGM 2001. Jun
13, 2001
US: Post Bubble Stock Market. Jun
10, 2001
Will Wall Street research improve? Jun
10, 2001
Jun
10, 2001
(no
login needed)
Investment
Maps
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The return of inflation? Death of New Economy? Jun
2, 2001
We are there: The Bump Speed of Globalization. May
29, 2001
US: The meaning of the Fed buying time. May
21, 2001
How the Euro could strengthen, and Euro denominated bonds rally. May
25, 2001
US: Applying our Bubble Archetype to vicious cycles. May
8, 2001
US: The dollar is the last bubble. May
8, 2001
Indonesia: TNI needed for a fast recovery scenario.
Apr
24, 2001
Oil prices and supply and what it means for Growth. Apr
20, 2001
Political Risk and the US dollar. Apr
16, 2001
The first Business Cycle of the New Economy. Apr
10, 2001
Is the US ignoring troubles overseas in order to protect its economy?
Apr
3, 2001
Malaysia: Just buying time
Mar
29, 2001
More...
Business
Maps
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Some potential surprises from the Life Sciences. May
10, 2001
Palm Computing: Bad idea to run faster than competitors? May
3, 2001
Content based business models for the Web. Apr
30, 2001
Fund Management: Growth of performance based fees. Apr
26, 2001
Music Wars: Unbundling the Compact Disk.
Apr
23, 2001
Looking for Spring in the technology landscape.
Apr
17, 2001
Broadband the next ‘killer app’ : A bad idea for most. Apr
6, 2001
The future of Content and the Internet. Apr
5, 2001
More...
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