Soros, Reflexivity & the Aussie Housing Market (Quick Thoughts)

I once learnt futures trading under an ex-investment professional who was with Temasek and later in the hedge fund industry. While I adapted my style and strategy over the years, there was one valuable piece of advise that I held to heart till this day. Over lunch once, he talked about the famous macro investor … More Soros, Reflexivity & the Aussie Housing Market (Quick Thoughts)

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 … More Is Defense a growth industry in Asia-Pacific?