3 July 2026

Asia field trip – following the next phase of the AI supercycle

Some investment trips are memorable because of the conclusions they generate. Others stand out because of the experiences that shape those conclusions. Our recent two-week research trip across Hong Kong, Taiwan and China was very much both.

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7 August 2023

Indonesia – Structural story but with a minor (political) bump

Our recent visit to Indonesia left us pleasantly surprised by the remarkable economic develop­ments taking place in the country.

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