Asia Editor for the Financial Times. Former Tokyo bureau chief, Fed correspondent and leader writer. I don't tweet much these days.
Hong Kong
Joined June 2009
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Robin Harding retweeted
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-a2c5-4b…
Robin Harding retweeted
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/3613cdc7-cf15…
Robin Harding retweeted
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 announces the opening of a new bureau in Jakarta, Indonesia, and the appointment of @AnanthalakshmiA as Jakarta correspondent. on.ft.com/3TIhYZX
Robin Harding retweeted
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/314ff7f3-0464…
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.
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.
Sohn Hong Kong 2023 conference. First up is Eric Wong of Stillpoint Investments, pitches long LBX Pharmacy markets.ft.com/data/equities…
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.
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.