Karst Peak Capital Limited (Karst Peak) has reported a notifiable interest in Qeeka Home (Qeeka). The shares were purchased through participation in Qeeka’s recent initial public offering. Based on Karst Peak’s filing dated 19th July, 2018, they own a ~5.35% stake in the company. The 64.7m shares were acquired at an average price of HKD […]
Month: July 2018
Readings For The Week (22/7)
This week’s readings include the latest Sinology piece by Andy Rothman (Matthews), an interview with Steve Bannon from the recent Delivering Alpha conference, how a US-backed university in Vietnam unleashed old demons, Andy Xie on why escalating the US trade war is not in China’s interest and thoughts on poverty alleviation from Luis Miranda. Is […]
Readings For The Week (15/7)
This week’s readings include updates from Andrew Clifford (Platinum), the investment team at British Empire Trust and Jan Dehn (Ashmore). Also, James Crabtree on the rise of India’s super-rich and Stan Miranda (Partners Capital) on how technology will affect active investing. Macro overview – June 2018: Latest journal entry from Andrew Clifford. The staggering rise […]
Readings For The Week (8/7)
This week’s readings / links include the Axiom Asia team on Xi thought and what it means for investors, Daniel Bessner on the George Soros philosophy and its fatal flaw, River Valley Asset Management on the opportunity in tobacco stocks, David Webb on the HK housing market and Hugh Peyman discussing his new book (China’s […]