Travel

Notes from Beijing Day 5

1. A lots of Chinese made money from property. More specifically, made money from the property boom (around 2002). 2. A early success of foreign investments, more money continue to flow into China. While 10M fund is huge in 2000, 100M is considered very small by 2006. 3. (1) & (2) lead to lots of […]

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Travel

Notes from Beijing Day 2

1. “What is allowed does not mean it can be done. What is not allowed does not mean it cannot be done.” 2. Foreigners aren’t allowed to trade A-shares, but you can if you really want. See (1). 3. Doing a local fund is really really tough. Even one of the most establish fund in […]

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Travel

Notes from Beijing Day 1

Was thinking of spending Day 1 just to walk around the city and to mingle with the locals. But a coffee session with George Guo in the afternoon leads to series of very interesting meetings. (Thanks George!) I am going to scribble some notes for my own record. 1. Spend more time with CEO 9588.com […]

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Travel

In Beijing

Have been very busy setting up Thymos Capital last couple of months so wasn’t able to travel much so feeling a bit out of touch. So after postponing this trip a couple of months, I am finally arrived in Beijing last night. This is mostly a study trip for me, to catch up with old […]

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Travel

My Cab Driver in Bay Area

Meng Weng reminded me to share this story on my blog. I arrived in SFO on Sunday and took a cab to downtown San Francisco. I have a very jovial cab driver and we have a wonderful conversation. Started innocently with “hows your day”, we slowly move to weather and what do I do for […]

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