USD 1 billion Vietnam’s Private Equity fund challenge

How large can a Private Equity fund in Vietnam be? No one can tell how much money a PE fund in Vietnam can raise, but I can say raising USD 1 billion PE fund in Vietnam will be very very challenging. I’ll explain why. Fund size has an impactful meaning …

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Developments that shall unfold

I remember one of the first thing when I read what Philip Delves Broughton wrote about finance in his book “What They Teach You at Harvard Business School” was that finance is all about valuation, not quite exact his word, but that was the central idea.  It took me 4 …

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Explore. Dream. Discover.

This late afternoon, I was about to leave the last section of Tech in Asia Start-up conference – then a group of 2 men walked into the stage and started to present their business idea – “we are creating a dating site for gay”. I stopped. The conference had some …

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Imaginative Curves of Wealth

Extracted note from the drawing: This is what I think of when I think of wealth creation.  The critical point is a person will always have to stand between (1) accumulating short-term wealth (reflected in the Imaginative Typical Person Wealth Curve) that will phrase out, through time, the chance of investing …

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Some random things about investment

Some random things I keep about investment. From a retail investor perspective. 1. Invest with a system. This is why an investor can success in this journey. It is damn hard to build one, but I know no person thinks about investment setiously and say it is an easy game. …

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Private Equity and Venture Capital

Conversations about private equity (PE), venture capital (VC), and hedge fund (HF) are always interesting.  One leading reason for this excitement, probably, is the tendency toward freedom and possibilities: where is the next big things? is this idea feasible? what are the strategies to conquer this industry/market?  PE, VC, and HF cumulatively operate …

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Prepare for some unthinkables

I first learn the term “unthinkable” from an interview made by WealthTrack with both Bill Gross and Mohamed El-Erian late last year.  It isn’t a new concept.  We have a wide range of names that cover a part or whole of the concept such as “Worst case”, or “Unexpected case”. …

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Price movement – some additional facets (3)

This post is the last following of Price movement – market proxies (1) and Price movement – diagnosis (2) on studying the price movement – the ruling factor of the market. Breaking down the price movements will be an extremely ambitious task, however it’s worth trying.  In the first note I’ve introduced …

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