As a good investor, you have to be drawing on all manner of life experiences. It's not simply about looking and analyzing balance sheets. |
The Chinese are getting very focused on corporate governance. If you're looking around the region, greater transparency is one theme that's developing in other markets. |
The investment process is a creative process. The better investors are those people who allow themselves a degree of lateral thinking, thinking outside the box, thinking creatively. |
We love identifying little companies. We're looking for those small acorns that are going to grow into big companies in the future. |
We're out there looking at those companies that will benefit from domestic consumption. What we're looking for are opportunities that will arise as we see the emergence of a middle class in China, the expansion of the middle class in India, and an enrichment of the middle class in South Korea. |