Robin Harding @RobinBHarding
Asia Editor for the Financial Times. Former Tokyo bureau chief, Fed correspondent and leader writer. I don't tweet much these days. ft.com Hong Kong Joined June 2009-
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How has China systematically built a vast pipeline of AI talent? My debut feature in FT Magazine explores the pivotal education program behind this achievement, weaving in some personal reflections. China’s Genius Plan as.ft.com/r/c8abb097-a2c…
India newsletter klaxon 🇮🇳 📥🙏 Behold the first edition of the @FT's India Business Briefing, edited by @veenavenugopal and publishing biweekly. In this issue: India’s IPO fever, a new face at the RBI, and the trouble with Indian CFAs (and CFA exams)ft.com/content/3613cd…
I'm delighted to have started a new role this year as Jakarta Correspondent at @FT, which has opened a new Indonesia bureau. I'll also be covering Vietnam and the Philippines. Pls send tips, hellos and Jakarta recommendations!
.@FT announces the opening of a new bureau in Jakarta, Indonesia, and the appointment of @AnanthalakshmiA as Jakarta correspondent. on.ft.com/3TIhYZX
Applications open for the FT's trainee scheme. Please tell budding reporters. Some tragic cases join the FT this way and never leave. ft.com/content/314ff7…
@jburnmurdoch Arguably linked to this phenomenon: radar.brookes.ac.uk/radar/file/92a…
That concludes this thread of all the stocks pitched at Sohn Hong Kong today. Basically all long ideas. Some classic blood-on-the-streets value trades. Growth & activist pitches were harder to evaluate without research but a couple sounded promising.
Seth Fischer of Oasis Management: long China Education Group & other vocational education stocks in China. markets.ft.com/data/equities/… All China education stocks flattened by common prosperity, but higher/vocational education can be for-profit, P/Es at 4-5x.
Seth Fischer of Oasis Management: long China Education Group & other vocational education stocks in China. markets.ft.com/data/equities/… All China education stocks flattened by common prosperity, but higher/vocational education can be for-profit, P/Es at 4-5x.
Toby Rodes of Kaname Capital: long Fukuda Denshi, medical device company in Japan. markets.ft.com/data/equities/… Governance/activism story. Quality company, P/E of 8x, accuses management of self-dealing.
Sohn Hong Kong 2023 conference. First up is Eric Wong of Stillpoint Investments, pitches long LBX Pharmacy markets.ft.com/data/equities/…
@travislundyasia You only get 10 mins to present at Sohn. If I can, I’ll find him during the break and ask.
@travislundyasia I wondered as well, this point wasn’t explained
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