Monthly Archives: November 2019

Facebook’s Asian Opportunity

After spending parts of October in Hong Kong, Vietnam and Japan, one thing is clear: technology is just as ingrained in Asia as it is in North America.

That in itself is not shocking. We are familiar with successful Chinese firms like Tencent (WeChat), ByteDance (TikTok), Alibaba and Baidu, Japan’s Softbank (how’s that WeWork IPO coming along?) and Indonesia’s GrabCar (essentially an Asian-version of Uber and motorbikes). However, the products and services of technology firms from the West remain very relevant for Asian businesses and consumers. Read

OCTOBER PORTFOLIO REVIEW

Konnichiwa! 

Our October market report is being written in a small café in Kyoto, Japan, as Bruce and Jamie tour different parts of Asia following a family wedding. Never fear, our commitment to investing (and jet lag) have kept us closely following the rise in equity markets to all-time highs.

We will touch on some thoughts from our Asian travels in our November monthly research. Read

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