Joe Studwell, the author of How Asia Works, was a recent guest on The Investors Podcast. You can listen to the full episode here. The interview expands on some of the topics covered in the book including why some countries are rich while others are poor, how much of Asia’s economic progress is due to […]
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Elliott Raises Stake in Bank Of East Asia
Elliott Management Corporation (Elliott) recently increased their stake in HK-listed Bank of East Asia (BEA). Based on a filing submitted to the Hong Kong Stock Exchange on July 6th, 2017, Elliott bought 237,800 shares on the exchange at an average price of HKD 32.569 per share on July 4th (total consideration was ~US$990,000). As a […]
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, […]
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 […]