Readings For The Week (30/4)

Bumper edition of readings this week. Enjoy! Indonesia’s fearless finance minister is ready for her next fight: Bloomberg Markets special on how Sri Mulyani Indrawati wants to recharge Southeast Asia’s largest economy. A short guide to short selling: Scott Fearon, author of Dead Companies Walking, on the insights gained from identifying stocks that are likely to decline. Hugh […]

Singapore Maritime Week 2017

It’s almost the end of Singapore Maritime Week 2017. You can see the full calendar of events here. Below is a compilation of some media highlights / coverage from the week: Andreas Sohmen-Pao: The chairman of the BW Group discusses his outlook for the industry and how his company is positioning itself (CNBC). Roundtable: Business leaders from Singapore’s maritime […]

Standard Chartered: The Race To Save

Standard Chartered Bank have published their 2017 Emerging Affluent Report, an in-depth study into the savings habits of 8,000 emerging affluent consumers across eight markets (China, Hong Kong, India, Kenya, Korea, Pakistan, Singapore and Taiwan). They explore what defines the next generation of savers across some of the world’s most promising economies, as well as the problems they face. […]

Portfolio Positioning & Updates

I generally don’t like to write posts like this one for good reason: I am not a professional investor nor a qualified financial advisor. Unfortunately for readers, the “have blog, will write” syndrome now compels me to share my frankly unsolicited opinions. The standard disclaimers still apply. Outlook & Positioning: I am increasingly uncomfortable with the market environment today. The macro picture […]

Readings For The Week (23/4)

This week’s readings include the macro outlook from Platinum’s Andrew Clifford, annual shareholder letters from Jeff Bezos (Amazon) and Wong Fong Fui (Boustead), latest thoughts on the Chinese economy from Michael Pettis and a wide-ranging interview with Arundhati Bhattacharya of the SBI. Macro overview: Platinum’s Andrew Clifford says the global economic and political landscape continues to […]

James Hay On BFM

The straight-talking James Hay, manager of the Pangolin Fund, was a recent guest on BFM (an independent radio station in Malaysia). He discussed his outlook for Malaysia, positioning of the fund and the rise of passive investing. You can listen to the full podcast here. Some highlights below: He struck a cautious tone overall. Said that more […]

CC Asia Focus On TK Group, BAT Malaysia

Coupland Cardiff’s Asia Focus Fund recently released their letter for March, which you can access via their website. The fund is managed by Charlie Erith and is focused on small and mid cap listed equities in the Asia ex Japan market. The March update includes commentary on a number of their portfolio holdings including TK Group, Venture Corp and International Container […]

Chew Gek Khim On CNBC

Straits Trading’s executive chairwoman, Chew Gek Khim, was interviewed recently on CNBC Managing Asia. She discussed her career, the company’s evolution over time and her own vision for its future. You can watch the entire ~12 minute interview on the CNBC website (link here). Straits Trading is a Singapore-based holding company with primary investments in real estate, hospitality, […]

Readings For The Week (16/4)

This week’s readings include letters from the Pangolin and Panah funds, a talk by James Stent on the untold story of China’s banking transformation, a look at the rapidly changing media & entertainment landscape in China and a wide-ranging interview with Mark Zuckerberg. March letter: James Hay discusses his outlook for Malaysia. Other members of his team […]

Wykeham Buys More Ming Fai

Wykeham Capital Limited (Wykeham) increased their stake in HK-listed Ming Fai Group (Ming Fai). According to a filing made to the Hong Kong Stock Exchange on April 11th, 2017, the firm bought 1,105,000 shares on the exchange at an average price of HKD 1.087 per share on April 6th (total consideration was ~US$155,000). Following the purchase, Wykeham’s stake in the company increased from […]