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…
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!
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.
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.