opinion

I love Shenzhen. I like its wide city roads that are peppered with electric taxis. There are virtually so many electric cars on the...

It only takes one bad month, one wrongly sized bad trade.

When the world surprises the hell out of you and leaves you at the mercy of cash flows, anything and everything goes.

Eating hotpot is great even if you are doing it alone.

Freshwater seeks salt water, and you can fight that if you want, but paddling upstream eventually is likely to become highly problematic. (Ron Maciver)

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

The market economy is now to a good extent, influenced by statecraft, driven by the common interests of various governments.

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

By solving for profitability in the near term, are we putting the longer term strategy of the firm at risk?

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.