Druckenmiller's Gold Miner Bet
Stan Druckenmiller just bought shares in Barrick Gold and Newmont Mining. He thinks gold serves as a store of value, but only over the long run....
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Fraud in Asia
Perhaps the most important factor for any investment in Asia is assessing corporate governance. There are few books on the subject, making it...
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The cocoa question
In the past year, cocoa prices have spiked to elevated levels. The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.
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Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
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Deep-Dive 2023-8: NagaCorp (3918 HK)
NagaCorp (3918 HK - US$3.5 billion) is a Hong Kong-listed casino operator based in Cambodia’s capital city of Phnom Penh.
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