Embracing the opportunities of a multipolar world

The Battle of Red Cliffs (赤壁之戰) at the end of the Han Dynasty, ca. AD 208 "The world under heaven, after a long period of division, tends to unite; after a long period of union, tends to divide. This has been so since antiquity" Ancient Chinese proverb The Chinese believe that the above saying accurately … Continue reading Embracing the opportunities of a multipolar world

Trade deal or no trade deal? It does not matter…

'We, the Chinese nation, after fifty years of sanguinary revolutions and five and a half years of sacrifice in the War of Resistance, have finally transformed the history of a hundred years of the Unequal Treaties of sorrow into a glorious record of the termination of the Unequal Treaties' ~ Chiang Kai-Shek, January 1943 Somewhere … Continue reading Trade deal or no trade deal? It does not matter…

We’re in an era of ‘Strong Men’: 4 things investors must take note of

Political experts use the phrase 'strong men era' to describe the current political landscape. Everywhere across the world, authoritarian leaders have swept into power (or simply seized it) since the start of the current decade. In the US, Republican President Donald Trump is widely considered as a populist politician who has an anti-establishment leaning. His … Continue reading We’re in an era of ‘Strong Men’: 4 things investors must take note of

Dr Jim Walker’s thoughts, & observations from Penang…

I recently attended a forum organised by the Singapore Exchange (SGX) and SmartKarma, where an interesting guest speaker was invited for a keynote address. Dr Jim Walker of Asianomics, a witty Scottish economist based in Hong Kong who speaks with a semi-thick Scot accent, delivered an insightful presentation regarding the future prospects of Southeast Asian … Continue reading Dr Jim Walker’s thoughts, & observations from Penang…

Playing China’s ‘One Belt, One Road’!

The Ancient Silk Road was known to be the stuff of legends, inspiring many of our ancestors back in those days enthralled by adventure and mystery. The famous Venetian merchant Marco Polo recorded his journey across Asia through this ancient travel and trade route, which for centuries, have allowed merchants, traders, travellers, missionaries and diplomats … Continue reading Playing China’s ‘One Belt, One Road’!

The End of Pax Americana?

In the Mediterranean in May 1954, warships of the Royal Navy gave a 21-gun salute to Britain's new monarch, Queen Elizabeth II, who was on-board the private vessel, the Royal Yacht Britannia, returning from a global tour of Britain's realm. The ceremony was glorious, and was a demonstration of naval power reminiscent of the origins … Continue reading The End of Pax Americana?

Is Defense a growth industry in Asia-Pacific?

When well-known talk show host Charlie Rose sat down with the late Lee Kuan Yew (the first Prime Minister of Singapore) back in early 2009, he asked Mr Lee what he would like to convey or ask the newly-elected US president Barrack Obama. Mr Lee's question to President Obama was direct and surreptitiously grim: "How would you defend … Continue reading Is Defense a growth industry in Asia-Pacific?

My thoughts on Brexit – and its implications

While a ton has been said on the United Kingdom's European Union (EU) referendum results since the 23rd of June, I will explain 2 major implications that I personally feel could lead to several, long-lasting effects across the world as we know it, as well as some implications that they could have on the investment … Continue reading My thoughts on Brexit – and its implications