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 ......