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While there has been much discussion on the background of the Astrea IV bond issuance and the Class A-1 bonds…
Read More »The upcoming Astrea IV retail bonds issued by Temasek subsidiary, Azalea Group, have been the talk of town. It’s the…
Read More »Hello, everyone today we’re back for another episode of The Asia Report where I will be talking about the Capital…
Read More »Hi, everyone. Welcome back to another episode of The Asia Report. Today, I’m going to be talking about deep value…
Read More »Hello, everyone. Today, we are going to be going through another episode of The Asia Report. And today, I’m going…
Read More »Ronnie Chan is chairman of Hang Lung Group and Hang Lung Properties. For more than 25 years, he has personally…
Read More »I am a huge fan of Howard Marks, founder of Oaktree Capital. He’s been penning memos over the last three…
Read More »The markets are generally efficient at pricing securities. So, in that way, I do agree with the general notion of…
Read More »There are two approaches to portfolio construction. In one camp, you have investors who favor a concentrated approach of fewer…
Read More »To understand the market, we can see it as a hypothetical investor driven by panic, euphoria and apathy on any…
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