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The current state of affairs in China
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.
Mar 26, 2023


The end of free market principles
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.
Mar 21, 2023


Career longevity
High performance individuals often struggle personally for many years once they are past their economic prime. 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.
Mar 3, 2023


Quarantine free travel to Shenzhen
A quick post-COVID guide to commuting to Shenzhen from Hong Kong.
Jan 28, 2023


A quiet new year
No celebration, not a lot of booze, no chugging of beers, no fanciful dinners or gatherings.
Jan 15, 2023


Year-end appraisals
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.
Dec 21, 2022


Reflections for the year end
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.
Dec 15, 2022


No such thing as fair value
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.
Dec 11, 2022


Stupid money is as stupid does
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.
Dec 1, 2022


Hong Kong is not what it used to be
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.
Nov 20, 2022
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