Genping Liu

Companies that can deliver reliable, cost-effective solutions with strong local support stand to grow rapidly, without having to fight head-on with TSMC or Samsung on leading-edge process nodes.
DUE DILIGENCE

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

When the noise of market exuberance subsides, founders and investors alike can focus on long-term vision rather than chase short-term wins.
DUE DILIGENCE

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...

While Singapore is already considered a competitive market, the crowd outside the Chagee store in Singapore shows that even in the ultra-competitive tea industry there is still room to create a unique experience.
DUE DILIGENCE

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

Vertex Ventures' AI model scans thousands of companies from LinkedIn and other sources, analysing their business potential to churn out a curated list of leads for evaluation.
DUE DILIGENCE

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

An attendee near logos of different cryptocurrencies at the CryptoCompare Digital Asset Summit at Old Billingsgate in London, U.K., on Wednesday, March 30, 2022. Bitcoin and other cryptocurrencies had been, up until the last few weeks, mired in a similar downtrend as other riskier assets, like U.S. stocks. Photographer: Luke MacGregor/Bloomberg##########mqgreen##########
CRYPTO WATCH

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...

Over US$50 billion was wiped out from Terra stablecoin's ecosystem last month, and over US$400 billion from the overall cryptocurrency market.
CRYPTO WATCH

The Big De-peg: If it looks like a Perpetual Motion Machine, run

There’s a lot to learn from TerraUST’s collapse

Bored Ape Yacht Club #4418, one of a set of 10,000 non-fungible tokens (NFTs) representing cartoon apes, made by the U.S.-based company Yuga Labs is seen in this image created in the digital space, May 1, 2021. Image created May 1, 2021. Property of Nexo/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY. NO RESALES. NO ARCHIVES. MANDATORY CREDIT
CRYPTO WATCH

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...