Conversations on business and investing with Graham Rhodes, Founder and CIO of Longriver Investment Partners Limited.
Dan Rupp, founder and CIO of Parkway Capital, details the operational and strategic complexities of building an investment firm in Asia. His investment philosophy centers on a "10 plus 3" framework, targeting 10% earnings growth and 3% dividend yields while utilizing a rigorous quantitative process to filter an 11,000-...
Investing in Chinese equities requires moving beyond binary risk assessments to analyze specific market opportunities and structural shifts. Despite China’s status as the world’s second-largest economy, its minimal weighting in global indices—often comparable to Canada—masks significant growth potential. Successful par...
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