Amidst the high offshore funding costs and complex geopolitical environment, putting money in emerging markets is getting increasingly challenging. In China however, embracing policy is a necessity for firms.

No amount of number crunching and analysis allow for an accurate appraisal of any company's fair value today, primarily because the free market is no longer free. Markets today are to a good extent, influenced by statecraft, driven by the common interests of various governments.

Most of us have been taught to plan our careers upon graduation. But no one mentions about how we should plan the second good half of our professional lives.

A quick post-COVID guide to commuting to Shenzhen from Hong Kong.

No celebration, not a lot of booze, no chugging of beers, no fanciful dinners or gatherings.

Don’t beat yourself up if you didn't meet your KPIs. But also don't be too quick to give yourself more credit than you deserve for your achievements at the workplace.

It is often said that we can't let our jobs define us. But how we do our jobs, and behave with our colleagues and clients ultimately determines the kind of person we are.

There are no formulas for the correct cost of capital. There are only astute decision makers and those who are afraid to get caught on the wrong side of the outcome.

For what initial public offerings are worth, they essentially represent the final destination for all stupid money, the final equity takeout representing the finishing line for all early investors in the business.

Caught between having to confirm with China's cross-border travel policies and opening up to the rest of the world, the city walks a tightrope trying to bring business and investor confidence back.

Something about the digital twenty-something year-old generation wanting unlimited amounts of liquidity, unlimited size and unrestricted access to market data just sounds wrong.

Fraud aside, a big part of what led to the downfall of FTX was attributed to a crisis of confidence, much like a bank run in the crypto-currency world.

There is less reason to get into Hong Kong today. The reality that the city now has to bring out the big guns to advertise itself reveals how much its economic environment has deteriorated over the last few years.

Our lack of understanding in how different countries are being governed are rooted in bias, largely based on what we are familiar with and what we are not.

It can be difficult to call a rented place home, especially if you do not have long term visibility of staying in that city. This uncertainty leads to a great deal of inertia when it comes to upgrading your living conditions.

Without connecting the numbers to a story, projecting cash flows simply becomes an emotionless exercise of numbers.

Nothing is ever really permanent. The stable state of things we are familiar with can be easily contested at some point of time or another. We took public gatherings for granted until COVID happened.

If both sides are motivated to get the deal done, it will be done.