investing

Embracing policy is a choice for investors offshore but a necessity for firms operating in China.

Curating and designing the short-term narrative towards a high value sometimes comes at a cost.

Risk management isn't sometimes about portfolio growth and diversification, but more about knowing when to avoid bad decisions with drastic outcomes.

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.

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.

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.

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

If the central banks got it wrong on monetary policy, can we also assume that the valuation models that we have done and relied on for the last two decades are also flawed?

A different perspective to looking at risk.

“Rome wasn’t built in a day but they were laying bricks every hour.”