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, […]

FCC HK: A Conversation With Allan Zeman

The Foreign Correspondents’ Club in Hong Kong recently hosted a conversation with Allan Zeman on the political, economic and commercial future of the city. He discussed the prospects for the new administration, shared his advice for Hong Kong’s youth and reflected on the 20th anniversary of the handover. He also answered questions from the audience in attendance. Zeman […]

Taro Aso At Columbia Business School

Columbia Business School’s Center on Japanese Economy and Business recently hosted a special lecture event featuring Taro Aso, Japan’s deputy prime minister. The session took place on April 19th in New York, shortly after Aso had hosted the US vice president Mike Pence in Tokyo for a bilateral economic dialogue. Some highlights below: He said that Japan […]

Damodaran: Narrative and Numbers

NYU professor Aswath Damodaran recently spoke at Google on the value of stories in business. This theme is at the core of his latest book, Narrative and Numbers. In his talk, he discussed how the world of business and investing seems to be increasingly divided into two camps: number crunchers, who believe only in data and models, and story tellers, who believe in […]

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 […]

New Website Sections

Just a quick note to highlight to readers two new sections recently added to the website. The links to both sections / pages can be found on the main menu bar. Library: Unlike the more “timely” weekly reading series, I intend for this page to become a repository of “timeless” articles and resources that have been helpful […]

New Year Updates

Happy new year to everyone! Apologies for the lengthy silence, I was travelling for most of December and took a short break from writing to catch up on other things. Below are some long overdue general updates as well as responses to a few questions (paraphrased) that I have received. Travel recommendation: Kanha Tiger Reserve in Madhya Pradesh. According to WWF […]