B&K Capital Capital

Notes

Notes from the road and the desk.

Occasional pieces on businesses we have looked at, places we have been, and things that changed our minds.

Notes from my trip to Guangzhou and the Canton Fair

A few days in Guangzhou and two full days at Phase 3 of the Canton Fair — on the scale of the place, what Chinese manufacturing looks like up close, and how much of the city runs on infrastructure a visitor simply cannot log in to.