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When the world surprises the hell out of you and leaves you at the mercy of cash flows, anything and everything goes.
I have never been much of a waterfront-living type of person, but the view of the Victoria harbour can be quite addictive. Quiet mornings...
It feels weird to say I'm traveling 'back' to Hong Kong after a business trip. I have spent the majority of my time here for the last 2+...
Eating hotpot is great even if you are doing it alone.
"Why is Starbucks coffee so bad?" was the thought that came to my mind as I was writing this in one of the Starbucks outlet located in...
"Illiquidity Is The New Leverage And Flows Are More Important Than Fundamentals" - Eric Peters, CIO, One River Asset Management Tulip...
Any pursuit for rapid growth comes at a cost.
Ownership is usually a bust unless your company is being fast-tracked to sell for big bucks.
"Do you know how big is a billion? Just imagine every person tossing a coin at you at the same time." This was how one of my flatmates...
For years, practitioners in the industry have understood, accepted and have been taught that equity holders stand behind debt holders...
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."
"You don't have to have every single answer. It doesn't matter how many blue trucks a company owns. More important is what can you do in...
Risk management isn't sometimes about portfolio growth and diversification, but more about avoiding bad decisions with drastic outcomes.
Finally and for the first-time, I took the high speed rail from Hong Kong into Shenzhen. Despite the lunar new year festive period, the...
It was 2011. The government debt crisis in the EU had reached a stage that required the bailout of several countries long thought to be...
After two years and given that it was the year end, I thought it was timely that I should spend some time to consolidate and reflect on...
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...
For many, it is that time of the year again for festivities and holidays. However, it is also the time of the year for many companies to...
"In the end, I am a teacher; that is really how I see myself." – Jorge Paulo Lemann When we think about teaching, instructional delivery...