Blog Entries and Commentaries

Gregg Gibb, Lufax and trends taking shape in the fastest growing P2P lenders….

The following are some of the points I am learning from my conversations with various  peer-to-peer lenders – most recently with Gregg Gibb, the CEO of the Shanghai-based #Lufax (which stands for  Lujiazui Financial Exchange), arguably the world’s largest and … Continue reading…

Happy 50th anniversary, Amos Yee

(Long. Best read over 2-3 sittings)
On this eve of Singapore’s much anticipated 50th anniversary, my mind kept going back to that smart alec who spooked the entire island just after Lee Kuan Yew died. Somehow, despite the rude, insolent … Continue reading…

Postcard from Ethiopia

I spent a week in Ethiopia last week, as part of the process by which I am piecing together my own understanding of Africa. Partly, as I extend my business into the continent. Partly, as I build my own understanding … Continue reading…

Fama and Shiller, Men and Women – Musings on the perfect symmetry of information

The discussion around the diametrically different views between the three winners of last year’s Nobel Memorial Prize for Economic Sciences is still playing in my mind. Recently, from my own experiences in the way men and women handle information, some … Continue reading…

Standard Chartered: “A failure of franchise”

Standard Chartered Bank is broken. It was breaking up in full view over the past few years, except that it was not in the way that analysts think about banks. The worst is yet to come, but I thought I … Continue reading…

The future of the Renminbi can only start in Beijing

Recently, I have become very dependent on how Chinese premier Li Keqiang thinks and acts.
He is concerned to put in place the market infrastructure to help China tackle the challenges he will face in the next phase of its … Continue reading…