The changing narrative on China
Embracing policy is a choice for investors offshore but a necessity for firms operating in China.
The end of free market principles
The market economy is now to a good extent, influenced by statecraft, driven by the common interests of various governments.
Fair value vs high value
Curating and designing the short-term narrative towards a high value sometimes comes at a cost.
Career longevity
"You either die a hero or you live long enough to see yourself become the villain."
- Harvey Dent, The Dark Knight
Redundancies
By solving for profitability in the near term, are we putting the longer term strategy of the firm at risk?
No "brave old people in finance".
Risk management isn't sometimes about portfolio growth and diversification, but more about knowing when to avoid bad decisions with drastic outcomes.
Quarantine free travel to Shenzhen
A quick post-COVID guide to commuting to Shenzhen from Hong Kong.
How to avoid being a "summer time soldier"
Not everything should be weighed by its monetary merits. But it is fair to say that many of the benefits and opportunities I enjoy today are the seeds of goodwill planted years ago.
A quiet new year
No celebration, not a lot of booze, no chugging of beers, no fanciful dinners or gatherings.
The era of bullshitting is over
Companies and people need to wake up to reality and stop the proverbial fake it till you make it, "over-packaging" their products and services, and start getting real about talking about fundamentals and their numbers.