Not all PE firms are created the same, China, broken return models, decision making, stupid questions, and the art of investor relations.

No one calls fraud when things are smooth sailing and the pie is large enough to be shared. It just takes one bad egg, one wilful misstep.

At twenty, you don’t get the life you deserve, you are just the product of the environment you were lucky or unlucky to have.

Many of life’s lessons don’t need to be drawn from the advice and anecdotes of other people. It just comes from a position of inner peace and self-realisation.

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

The faster you acclimatise to all aspects of your surroundings, the easier life becomes.

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.

Like the laws of nature, there needs to be a healthy respect for the inner workings and dynamics of industry and markets.

Not all jobs are about money. Some people will take a lower pay in exchange for being a part of a great working culture and environment.

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.

You either die a hero or you live long enough to see yourself become the villain.

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

A quick post-COVID guide to commuting to Shenzhen from Hong Kong.