Building Parkway Capital.
Read MoreCase Studies on Hikari Tsushin and Plover Bay.
Read MoreAn update on Hong Kong and Futu.
Read MoreNo One Left to Sell, revisited.
Read MoreHyperscaler capex is hitting its physical limits.
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A Hitchhiker’s Guide to the China Stock Galaxy 2026-2030
Read MoreAsymmetry and Wise plc.
Read MoreWhy Longriver, Plover Bay, Running Winners, AI Addendum.
Read MorePost-game and my presentation on ‘The Bitter Lesson’.
Read MoreAI is moving from Hype to Habit.
Read MoreWise is the modern Citi.
Read MoreReflections on a trip to Shanghai and Hangzhou.
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A brief profile of my career and investing journey.
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Pitching Wise plc for the Karen Leung Foundation.
Read MoreAn update on Longriver at its third anniversary.
Read MoreChina’s quiet transformation and BYD.
Read MoreBYD’s Electric Dreams.
Read MoreIs China Investable?
Read MoreReviewing 2024 and an introduction to Wise plc.
Read MoreA volatile quarter and an introduction to Hikari Tsushin.
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