investing

"Illiquidity Is The New Leverage And Flows Are More Important Than Fundamentals" - Eric Peters, CIO, One River Asset Management Tulip...

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 avoiding bad decisions with drastic outcomes.

Social media had only really started to take off some time in 2009. In the 2020 TV documentary The Social Dilemma, the show talks about...

When FTX imploded, some of the largest investors including OTPP and Temasek Holdings issued public statements to disclose their full...

Starting a business in the US almost seems like fortune favours the bold. In China it feels more like: You better do as you are told.

More than ten years ago during my early banking days, I was chatting with a friend over lunch. At that point of time, I had just...

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...