Genping Liu
Look beyond AI hype to find compelling semiconductor investments as supply chains shift
The real structural opportunity may be quietly taking shape in the factories in our own neighbourhood
South-east Asia venture capital hitting the wall in 2024
Pessimism abounds, but despite the challenges, this year could prove to be a foundational one for building portfolios with the potential for...
South-east Asia’s evolving retail trends: upgrading, downgrading, or filling unmet needs?
Each theme has merit and logic behind it; for investors with the right approach, there are plenty of opportunities
What does AI mean for us? A venture capital deal-sourcing case study
An experiment in harvesting investment intelligence shows both the capabilities of and challenges for artificial intelligence
Real world assets will be crypto’s anchor as bottom falls out of speculative leveraging
The crypto world’s liquidity crisis isn’t over yet, but there’s hope that out of the deleveraging, productive lending and better credit...
The Big De-peg: If it looks like a Perpetual Motion Machine, run
There’s a lot to learn from TerraUST’s collapse
Do NFTs have any value at all?
The key to the value of NFTs lies in what they actually provide - the claim to authenticity. Whether or not that’s...