January 2020 Late cycle defensive strategy August 2019 A brief history of valuation methodology July 2019 The rising of China SaaS markets June 2019 19-year losing strategy for Hong Kong pension system March 2019 Valuation gap on private and public markets January 2019 Finding gold mines in distressed assets December 2018 Innovations in private equity strategy November 2018 Lost decade of hedge fund industry October 2018 China VC market – winter is coming! November 2017 Why co-living becomes “hot” in Hong Kong?