"The Indiana Jones of Emerging Market Investing"

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News & Stories

The Secret Of Good Governance

What are the factors that influence good governance? Mark shares his experience in over 30 years investing in emerging markets.

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Just-in-time: Shifting Global Supply Chains

The recent disruption of supply chains exposed our over-reliance on China. Mark welcomes the move by companies to diversify their production

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Hong Kong Is Changing. It’s Time to Accept That.

In a piece for the financial magazine Barron's Mark reflects on how Hong Kong has been changing since he first moved there in the late 60s.

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Leapfrogging Developed Markets: The Loon Balloon Example

Among the many examples of how emerging markets are leapfrogging into newest technologies the Loon balloons are certainly a fascinating one.

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The Remote Way Of Life And Some Implications

As COVID-19 is reshaping life as we know it Mark looks at the possible implications of the remote way of life for technology businesses

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"This time it's different"- Bear Markets And What We Can Learn From History

Mark takes a look at historic bear markets around the world and draws some conclusions for the current situation.

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