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 […]

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 […]

Milken Panel Discussion: Forces Shaping Asia

The Milken Institute have made a number of the videos from their 2017 global conference panels available to the public. Although the videos are slightly dated (the conference took place from April 30th-May 3rd), there is still a lot of interesting and relevant content across a wide range of topics. One of the panels was […]

Garry Kasparov Speaks At Google

Garry Kasparov was a guest at Google last week. He discussed his new book “Deep Thinking,” his 1997 match (and loss) against IBM’s Deep Blue and his thoughts on the future of artificial intelligence. The event was moderated by the CEO of DeepMind, Demis Hassabis. For those who don’t know the backstory, Kasparov’s 1997 chess match […]

INSEAD Dean Ilian Mihov On CNBC

INSEAD Dean Ilian Mihov was on CNBC recently to discuss recent trends in business education and the school’s expansion plans. You can watch the interview here. Some highlights below: His background: He is an economist by training and has a PhD from Princeton University. He has been based in Asia for 15 years and is the […]

1010 Printing Changes Its Name, Website

1010 Printing is now Lion Rock Group Limited. The registration of the new name of the company in Hong Kong under Part 16 of Companies Ordinance (Chapter 622 of the Laws of Hong Kong) took effect on June 5th, 2017.  The company now has a new website (www.lionrockgrouphk.com), launched on June 12th, 2017. You can read the full announcement […]

Updated Tracker & Portfolio Changes (Short)

I have updated the portfolio tracker, which you can view here. The share price and index data are as of market close on June 7th. Please do make note of the disclaimers outlined on the tracker page. The largest contributors to performance have been TK Group and Netease, which are now up 60.8% and 44.7% respectively (including […]

Amorepacific Chairman On CNBC

Amorepacific chairman Suh Kyung-bae was on CNBC recently to talk about the company’s history and current expansion plans. Amorepacific owns 27 beauty and skincare brands and is the second largest cosmetics player in Asia after Shiseido. The company’s shares have been held by a number of the funds covered on this website, including the Scottish Oriental Smaller Companies Trust, […]