Asian Long Short Equity Blog
The single most consequential decision an Asian long/short equity manager makes each day is not which stock to buy, but how much market risk to carry. Two numbers govern that decision: net exposure and...
In developed Western markets, corporate governance is often treated as a compliance checklist, a set of boxes ticked to satisfy institutional shareholders. In Asian long/short equity, governance is something else entirely: it is a...
A long/short equity manager investing across Asia is never only picking stocks. Every position carries a second bet, whether the manager intends it or not: a bet on the currency in which that stock...
The ability to profit from falling share prices is what separates a long/short equity fund from a traditional long-only manager. In Asia, that ability is not a given. Short selling is a patchwork of...
An emergency fund is the quiet foundation that makes every other financial decision easier. Without one, a single unexpected bill can force you into high-interest debt, derail a long-term investment plan, or push you...
Dollar-cost averaging is one of the few investing strategies that is genuinely accessible to almost everyone, requires no market-timing skill, and tends to improve behavior as much as outcomes. The idea is simple: invest...
Compound interest is often described as the most powerful force in personal finance, and for once the cliché is justified. The concept is simple enough to explain in a sentence, yet its consequences are...
Few financial topics generate as much confusion and emotion as credit scores. People obsess over the number while misunderstanding what drives it, fall for myths that actively harm them, and sometimes avoid credit entirely...
Index funds have quietly transformed how ordinary people invest, and the reasons are worth understanding even if you never buy one. The core idea challenges a deeply intuitive assumption: that to do well in...
When people carry several debts at once, the question of which to attack first can feel overwhelming. Two well-known strategies offer competing answers, and the debate between them reveals something important about personal finance:...
Diversification is one of the most repeated pieces of investment advice, usually compressed into the phrase “don’t put all your eggs in one basket.” The instinct is sound, but the slogan hides a great...