Musings on Investing

Posted By: Jayant Bhandari July 14, 2021

Post-Covid China

Austar Gold

Singapore is starting to accept that we should learn to live with covid and that what we need is a medical system to deal with it rather than keeping people locked in. In East Asia, the response to covid has been of far less imposition of government tyranny than what has happened in Canada, New Zealand and Australia.

The critical problem, in my view, is that, increasingly imbued with woke culture and associated affirmative policies, western governments are now filled with incompetent people who are indecisive and cannot do a cost-benefit analysis.

China has been lockdown-free for more than a year, and its economy is back to its regular growth rate:

On Investments

  • Montage Gold (MAU; C$0.74): It is a thinly traded stock that is trading far lower than what it IPO-ed at last year. Linked here is a discussion I had with Cory Fleck on MAU.
  • Austar Gold (AUL.ASX; C$0.32) is going through a merger. If all goes well, I hope to book a 22% arbitrage profit in a month’s time.
  • Gran Colombia Warrants (GCM.WT.B; C$2.87): These are very illiquid but offer a very good upside. Linked here is my conversation with Cory Fleck.

Jayant Bhandari

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