Asia Real Estate Tracker (17-Mar-2026): M&G partners with Stockland in Australia senior living.
M&G enters Australia's senior living market with Stockland, Sun Hung Kai secures JP Morgan in West Kowloon, LogiSpace launches a $167M project in...
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Asia Real Estate Tracker (13-Feb-2026): GDS to choose banks for $5B US IPO and real estate news.
GDS' DayOne is planning a $5B IPO, Nuveen acquired Schroders for $13.5B, Lendlease's CEO resigned, and various real estate and investment deals are...
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Tech Supply Chain Tracker (13-Feb-2026): Global semiconductor industry outlook for 2026.
The semiconductor industry is set for growth by 2026, with Nvidia praising Foxconn, BYD targeting Germany, Z.ai launching GLM-5, Taiwan's space...
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Thanksgiving musings: What's done extremely well over the last year???
If anyone remembers, in the spring of last year, we had a banking crisis - multiple bank-runs that led to the some of the largest bank failures in...
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SaltLight Capital Management Q3 2022 Co-Investor Letter
SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process...
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