Readings For The Week (17/9)

This week’s readings / videos include a talk by Michael Vatikiotis on power and conflict in modern Southeast Asia, a roundtable discussion on the future of bitcoin, the latest shareholder update from Symphony International Holdings, summary notes from the 2017 Delivering Alpha conference and an interview with Liu Qiangdong, the founder of JD.com. Power and […]

Ray Dalio’s TED Talk

Ray Dalio, the founder and chairman of Bridgewater Associates, recently gave a TED talk on how to build a company where the best ideas win. In his presentation, he makes the case for using radical transparency and algorithmic decision-making to create an environment where employees can speak up and say what they really think. Dalio also […]

Readings For The Week (10/9)

This week’s readings include Michael Pettis on some potential flaws in how China both calculates and reports GDP numbers, Evan Osnos on the risk of nuclear war with North Korea, George Monbiot on why Aung San Suu Kyi should have her Nobel Prize revoked, David Dodwell on the choke points in the world’s food supply […]

Readings For The Week (3/9)

This week’s readings include the FT obituary for Sir David Tang, an interview with NUS professor Wong Poh Kam on how start-ups can write the next chapter of Singapore’s growth, an HBR article on how the global economy is coalescing around a few digital superpowers, a look at shamanism in Mongolia and Adam Grant on […]

Chatri Sityodtong: Warrior Spirit

Another really interesting episode on the Capital Allocators podcast. The series was launched by Ted Seides, formerly of Protégé Partners, in early 2017 and features in-depth conversations with leaders from across the money management industry. I highly recommend it. The most recent guest, Chatri Sityodtong, is the founder and chairman of ONE Championship, which is currently […]

NTAsian Adds To Stake In VSTECS

NTAsian Discovery Master Fund (NTAsian) recently increased their stake in HK-listed VSTECS Holdings Ltd. (VSTECS). According to a filing submitted to the Hong Kong Stock Exchange on September 1st, 2017, the firm bought 1,052,000 shares on the exchange at an average price of HKD 2.2738 per share on August 31st (total consideration was ~US$306k). Following […]

Arisaig Reduces Stake In Convenience Retail

Arisaig Partners (Arisaig) recently trimmed their stake in HK-listed Convenience Retail Asia Ltd. (Convenience Retail). According to a filing submitted to the Hong Kong Stock Exchange on August 28th, 2017, the firm sold 6,140,000 shares on the exchange at an average price of HKD 4.0001 per share on August 23rd (total consideration was ~US$3.1m). Following the sale, Arisaig’s stake in […]

Off-Piste Investing: A New Direction

A year ago, I started Off-Piste Investing to solve my own problem. At the time, I couldn’t easily find the Asia-themed investing content that I wanted to read online, so I simply tried to create, or in most cases curate, it myself. I figured others might have had the same issue, but since it was […]