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 […]
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 […]
Interview With Glenn Solomon (20VC)
Glenn Solomon, a managing partner at GGV Capital, was recently interviewed by Harry Stebbings on his 20VC podcast. GGV Capital is a venture capital firm focused on multi-stage investments in the US and China. They have ~US$3.8bn under management across eight funds and invest across a range of technology sectors. In the interview, Solomon discusses some of the […]
Readings For The Week (30/6)
Lots of interesting content this week, enjoy! Inside the secret world of venture capital: The Stanford Venture Capital Initiative is quietly assembling a massive database from people who prefer to stay mum. What would happen if China started selling off its treasury portfolio?: Just how important have foreign inflows been to the Treasury market? Vietnam: Andrew Dalrymple, investment […]
Malabar Investments on Wharton Business Radio
Sumeet Nagar and Akshay Mansukhani, the co-founders of Malabar Investments, were recent guests on the Behind the Markets show on Wharton Business Radio. You can listen to the full episode here. Malabar Investments is an India-focused investment firm founded in 2008. Their team invests for the long term in a concentrated portfolio of small- to mid-sized […]
Readings For The Week (23/6)
Bumper reading list this week. Enjoy! May 2018 newsletter: Investment update from Ellerston Asian Investments. Is your China exposure optimized?: China equities can help capture global growth, yet many investors are underallocated. Ways to think about machine learning: Latest post from Ben Evans of Andreessen Horowitz. Lies, China and Putin: Solving the mystery of Wilbur Ross’ missing […]
Hermes Buys More COSCO Shipping Ports
Hermes Investment Management Ltd (Hermes) recently acquired a notifiable interest in the shares of HK-listed COSCO SHIPPING Ports Limited (COSCO SHIPPING Ports). According to a filing submitted to the Hong Kong Stock Exchange on June 21st, 2018, the firm bought 516,000 shares on the exchange at an average price of HKD 7.0638 on June 20th. […]
Wykeham Adds To Tongda
Wykeham Capital Limited (Wykeham) increased their stake in HK-listed Tongda Hong Tai Holdings Ltd. (Tongda). According to a filing submitted to the Hong Kong Stock Exchange on June 19th, 2018, Wykeham bought 55,000 shares on the exchange at an average price of HKD 1.6527 per share on June 13th. Following the purchase, Wykeham’s stake in the company increased from […]