Will Alibaba be able to reinvent itself and build back investor sentiment given the multiple challenges it is facing? As you may know on the NYSE, $BABA has lost around 58% of its value in the last year. Are ADR de-listing fears and the hype behind "China being uninvestable" enough to keep driving down the stock? Any insights would be appreciated, thank you.
Few other question, Michael. Can you share: (1) good defense idea within Asia; (2) best way to hedge against inflation; (3) which market in Asia you see most opportunities over the next 12m? Thanks!
Hi Michael ,long time fan and a subscriber. I have a few question
1) Any views on SG property counters ?
2) Share an experience of a multibagger and lessons learnt (best trading experience)
3) Share an experience of a worst investment and lessons learnt (worst trading experience)
4) Any endgame for CNOOC or should this be a long hold ?
5) Seems like more people taking public transport these days (SBS Transit), how does anecdotal observations filter in your investment decisions , or is it too simplistic ?
Thanks for doing this!
1. Do you happen to have a take on China biopharma and in seeking opportunities here? I came a startling statistic about the market value of publicly listed biopharma innovation players from China going from $3 billion in 2016 to more than $380 billion in July 2021. https://www.mckinsey.com/industries/life-sciences/our-insights/the-dawn-of-china-biopharma-innovation
2. Any views on Alibaba especially with respect to regulatory news?
Will the AMA be held on reddit?
Will Alibaba be able to reinvent itself and build back investor sentiment given the multiple challenges it is facing? As you may know on the NYSE, $BABA has lost around 58% of its value in the last year. Are ADR de-listing fears and the hype behind "China being uninvestable" enough to keep driving down the stock? Any insights would be appreciated, thank you.
Where can we find ownership data for Hong Kong and Chinese listed equities? Are these public disclosures?
How is tourism developing in cambodia?
Is this good time to invest in naga
Few other question, Michael. Can you share: (1) good defense idea within Asia; (2) best way to hedge against inflation; (3) which market in Asia you see most opportunities over the next 12m? Thanks!
Putting valuation aside, what do you consider to the the 2-3 best listed companies in Asia and why?
Hi Michael, what are your thoughts on GoTo's (IDX) plans to go public? Is there much upside for retail investors?
Hi Michael - how do you think Singapore Reit will perform over next 12m with hiking rate environment?
Hi Michael ,long time fan and a subscriber. I have a few question
1) Any views on SG property counters ?
2) Share an experience of a multibagger and lessons learnt (best trading experience)
3) Share an experience of a worst investment and lessons learnt (worst trading experience)
4) Any endgame for CNOOC or should this be a long hold ?
5) Seems like more people taking public transport these days (SBS Transit), how does anecdotal observations filter in your investment decisions , or is it too simplistic ?