Case Studies on Hikari Tsushin and Plover Bay.
Read MoreAn update on Hong Kong and Futu.
Read MoreHyperscaler capex is hitting its physical limits.
Read MoreAsymmetry and Wise plc.
Read MoreWhy Longriver, Plover Bay, Running Winners, AI Addendum.
Read MoreAI is moving from Hype to Habit.
Read MoreWise is the modern Citi.
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Pitching Wise plc for the Karen Leung Foundation.
Read MoreChina’s quiet transformation and BYD.
Read MoreBYD’s Electric Dreams.
Read MoreReviewing 2024 and an introduction to Wise plc.
Read MoreA volatile quarter and an introduction to Hikari Tsushin.
Read MoreSome thoughts on Big Tech, Semis and GenAI, plus an update on Pinduoduo
Read MoreSupplying the boom in AI capex.
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Celebrating with friends and some good baijiu.
Read MoreAnta and Li Ning’s divergent paths.
Read MoreAttending the Redeye Serial Acquirer Conference.
Read MoreGames Workshop’s trade-offs.
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Visiting the home of China’s legendary liquor.
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Unpacking Evolution AB.
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