Site Update
The Asia Report Is Now on Twitter!
By The Asia Report  •  March 21, 2015
The Asia Report is now live on Twitter @theasiareport. I will be posting interesting and thought provoking articles and videos I come across. Check it out here. Other than that, I will be taking a brief hiatus as work catches up with me until July. We’ve been very active in the equity markets in Asia – South Korea, Hong Kong, Singapore and Japan. We’ve also re-entered the US markets in a small way (1 – 2% of the overall portfolio), picking up some distressed assets in the Oil & Gas Sector, and also Petrobras stock. I hope to have a presentation on our US investments later this year. Suffice to say, the Oil & Gas sector is tremendously interesting at this point of time. Investors such as Seth Klarman and Prem Watsa have started adding new positions (or adding to their current positions) in the sector. I also have a ......
Read the full article
By The Asia Report
Richard is passionate about teaching the principles of value investing to people from all walks of life. Richard is also a frequent guest speaker on investing and financial markets at institutions such as University College London and the London School of Economics, and at investment conferences held in Singapore ...
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance