Mar 21, 2023The end of free market principlesFor years, practitioners in the industry have understood, accepted and have been taught that equity holders stand behind debt holders...
Mar 9, 2023Fair value vs high valueCurating and designing the short-term narrative towards a high value sometimes comes at a cost.
Feb 25, 2023Redundancies"You don't have to have every single answer. It doesn't matter how many blue trucks a company owns. More important is what can you do in...
Feb 11, 2023Age and risk management Risk management isn't sometimes about portfolio growth and diversification, but more about avoiding bad decisions with drastic outcomes.
Jan 28, 2023Quarantine free travel to ShenzhenFinally and for the first-time, I took the high speed rail from Hong Kong into Shenzhen. Despite the lunar new year festive period, the...
Dec 26, 2022The era of bullshitting is overSocial media had only really started to take off some time in 2009. In the 2020 TV documentary The Social Dilemma, the show talks about...
Dec 21, 2022Handling year-end appraisalsFor many, it is that time of the year again for festivities and holidays. However, it is also the time of the year for many companies to...
Dec 5, 2022A new new normalIt has been a relatively productive two weeks in Singapore. Most of the conversations I have had ranged from my life in Hong Kong to...
Dec 1, 2022Stupid money is as stupid doesWhen FTX imploded, some of the largest investors including OTPP and Temasek Holdings issued public statements to disclose their full...
Nov 20, 2022Not what it was used to beHKIA isn't what it used to be in the old days. No crowds. Only a handful of shops open. Lounges are dead. HKIA used to be a humdrum of...