I’m not the most active person on LinkedIn. More of a quiet observer who scrolls now and then. One person I always make a point to follow is Denise Chisholm. She does not post about her meals, business class travels, airport lounge reflections, or panel appearances. Well, you know what I mean. Instead, she posts…

I recently came across an insightful 17-page report on China by Louis-Vincent Gave. Based in Hong Kong, Louis is one of the strategic thinkers I follow closely. My clients are well aware of my long-term view on China and I found Louis’s perspectives particularly relevant to the broader narrative I have been sharing with them…

Scroll through LinkedIn on any given weekday and you will probably find no shortage of people who are “honored to speak,” “privileged to moderate,” or “humbled to receive recognition.” Sometimes all within the same week. Someone is always arriving at a summit, hosting a fireside chat, receiving an award, or posting a professionally photographed panel…

Oh well, I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Check out this post that I believe may capture the interest of those who have recently joined our community of investors. Quantity does not always translate to quality. When it comes…

I have practiced Transcendental Meditation (TM) consistently for years. The reason is not complicated, it works, and it is actually enjoyable to do. I say this as someone who spends a large part of life dealing with markets, risk, uncertainty, and occasionally listening to gurus confidently predict the future on social media five times a…