By Kean Chan • December 31, 2025
I read dozens of books every year, ranging from non-fiction to fiction and across various topics. It has helped me with what the Germans...
By Kean Chan • September 28, 2025
‘Wealth gained hastily will dwindle, but whoever gathers little by little will increase it’ ~ Proverbs 13:11, ESV I recently overheard two fresh...
By Kean Chan • July 20, 2025
The word ‘uncertainty’ is always used at market outlooks and second half / third quarter outlook events this time round were no different. The...
By Kean Chan • May 17, 2025
These days, tariffs and trade wars come up in almost every conversation. Unlike other topics, it is not exactly trade, but the relatively opinionated...
By Kean Chan • April 11, 2025
Cola de golondrina – ‘The Swallow’s Tail’ by Salvador Dalí’...
By Kean Chan • November 2, 2024
At every client event I go to, the question that never refuses to surface is whether the U.S. Dollar is going to collapse as countries de-dollarise....
By Kean Chan • July 30, 2024
Articles I’m reading KKR published their usual decks (Global Macro Trends) that are always filled with brilliant content and charts, and they...
By Kean Chan • June 23, 2024
Articles I’m reading Zichen Wang of Pekingnology shared about China’s Third Plenum – that Beijing may have finally come around to stimulating...
By Kean Chan • May 26, 2024
Articles I’m reading Ever heard of the Global Disinformation Index (GDI)? Freddie Sayers from Unheard published this article last month...
By Kean Chan • March 31, 2024
Articles I’m reading Reuters reported about Taiwanese chip manufacturers expanding their operations in Japan, which is illustrative of the China...