Martin Lau: Revisiting the Case for Investing in Chinese Stocks
Our guest this week is Martin Lau. This is his second appearance on The Long View, the first being in August 2021. Lau is a managing partner of FSSA Investment Managers, part of First Sentier Investors. He has been at the firm since 2002 and is the lead fund manager of various FSSA strategies, incl…
Worker crushed to death by platform at Chek Lap Kok
A worker was killed at Chek Lap Kok on Thursday after an elevated working platform collapsed on top of him.
The accident took place on Catering Road West at around 1pm. The platform involved was said to weigh around 10 tonnes.
The man was pronounced dead at the scene.
Police and the Labour Depar…
Best of The Long View: Investing
On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with portfolio managers and other investment specialists over the past year. It’s the companion to last week’s “Best Of” episode, in which Christine compiled some of her favorite moments from conversations w…
Concern group welcomes Ombudsman safety report
The Association for the Rights of Industrial Accident Victims on Friday welcomed the Ombudsman's recommendations for construction sector safety.
On Wednesday, the watchdog submitted 40 recommendations, including setting up an inspection checklist and an electronic platform for contractors to uploa…
The Ratings Radar Show: Is this the best investor in Chinese equities?
Martin Lau of FSSA Investment Managers is a remarkable fund manager with consistently high risk-related returns in several sectors
It’s hard to pick holes in Martin Lau’s track record as a fund manager.
Holding a Citywire Fund Manager Rating almost without a break for the last 15 years is one th…
EVs taking on AI OS and the Delivery War. The Chinese Tech Winners Beyond BAT with Alan Zhang
In this episode, I sit down with Alan Zhang (Principal & Portfolio Manager at Ox Capital Management) to map China’s tech landscape through an investor’s lens. We break down how Alibaba, Tencent, and ByteDance are approaching AI, and why the “AI OS” is the real endgame. Finally, we analyze what’s ch…
Why should you read “Moby Dick”? - Sascha Morrell
Dive into Herman Melville’s classic novel “Moby Dick,” the story of Captain Ahab’s hunt for revenge against the white whale who bit off his leg. --A mountain separating two lakes. A room papered floor to ceiling with bridal satins. The lid of an immense snuffbox. These seemingly unrelated images ta…
The surprising effects of pregnancy
Discover how pregnancy changes every organ in the body— from the heart, to the brain and kidneys— and what we still don’t know about it.--Muscles and joints shift and jostle. The heart’s pounding rhythm speeds up. Blood roars through arteries and veins. Over the course of a pregnancy, every organ i…
The Fight to Save Tencent (Act 2)
How did a proposal that got ignored for a month save a company that was nearly out of cash, and how did that same company go on to make enemies out of almost every major name in Chinese tech?
Welcome to Made in Asia, a long-form video podcast exploring the companies, founders, and business empires…
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