Robin Harding

4.9K posts

Robin Harding

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.

Hong Kong Katılım Haziran 2009
1.2K Takip Edilen12K Takipçiler
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Zijing Wu
Zijing Wu@zijing_wu·
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…
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John Reed
John Reed@JohnReedwrites·
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…
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Anantha
Anantha@AnanthalakshmiA·
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 Press Office@FTPressOffice

.@FT announces the opening of a new bureau in Jakarta, Indonesia, and the appointment of @AnanthalakshmiA as Jakarta correspondent. on.ft.com/3TIhYZX

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Tom Braithwaite
Tom Braithwaite@TBraithwaite·
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…
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John Burn-Murdoch
John Burn-Murdoch@jburnmurdoch·
Oh nothing just an urban planner from overseas praising the excellent quality of new housing and commercial developments in London. And he’s right. London is a stunning city, and generally (not always) gets new development spot on. Privilege to live here.
Daniel Gordon@danielgordon94

I recently spent time in London and visited some new mixed-use developments. I was blown away by what I saw – and there is so much that we can learn in the Toronto context, including the need for better but fewer materials, more colour, less roads and more varied site plans. 🧵

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Robin Harding
Robin Harding@RobinBHarding·
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.
Robin Harding@RobinBHarding

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.

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Robin Harding
Robin Harding@RobinBHarding·
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.
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Robin Harding
Robin Harding@RobinBHarding·
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.
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Robin Harding
Robin Harding@RobinBHarding·
@travislundyasia You only get 10 mins to present at Sohn. If I can, I’ll find him during the break and ask.
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Travis Lundy 👹
Travis Lundy 👹@travislundyasia·
@RobinBHarding Is this "carry" from lending out the A shares that one is long? (it isn't from dividends)
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