Centuries ago in India, the sacred land of the Veda, visionary Rishis possessed the ability to perceive the natural rhythms and melodies. These seers would sing and play these enchanting tunes during specific times of the day and night, aiming to bestow tranquility and harmony upon their land, as well as optimum health to their…

I must confess that my investment approach is influenced by the renowned macro investor George Soros. I possess a complete set of his authored books. Soros, the mastermind behind the iconic Quantum Fund, achieved a remarkable +32% compounded return from 1969 to 2000, spanning over three decades. This makes Soros arguably one of the most…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post on alternative investments caters to savvy investors is one such example. When I first started in the financial services industry in this part of the world nearly 30 years ago,…

I nailed the bull run on Wall Street while some of my fishing buddies have remained in the bear camp. Are people getting carried away? US stocks have experienced a remarkable bull market, fueled by a change in sentiment, increasing AI revenues, a resilient economy, and the Federal Reserve’s shift toward a more accessible monetary…

The gloom that characterized China at the end of 2023 extended into January, fueled by weak macro data released midway through the month. Additionally, mounting frustration appears to have shifted from offshore concerns to onshore issues, evident as local investors withdrew from domestic Chinese exposure, adding to the selling pressure on A-shares. In my humble…