3 July 2026

Asia field trip – following the next phase of the AI supercycle

Some investment trips are memorable because of the conclusions they generate. Others stand out because of the experiences that shape those conclusions. Our recent two-week research trip across Hong Kong, Taiwan and China was very much both.

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10 November 2022

China – to invest or not to invest

The 20th National Congress of the Chinese Communist Party (aka. the Party Congress) has ended, and the overarching conclusion is that China is essentially set to be ruled by one man, with the Xi Jinping Dynasty having begun in earnest.

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15 November 2021

China's relevance for the global investor

China has a strong investment potential and is a frontrunner for the developments in other emerging market countries.

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