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
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