India: Credit Suisse

One of the amazing benefits of our efforts on this Investment Trek is the connections we’re making and network of smart, passionate people we’ve been privileged to meet.  If you’ve read earlier blog posts from the first half of the trek, you will know that John Lunt visited Mumbai, India on his journey a few months.  John had some amazing meetings...

India: ASK Investment Advisors

After a healthy layover in China from Malaysia, I arrived in India for another round of meetings and discussions.  My colleague and business partner, John Lunt, also went through India on his investment trek a few months ago.  John visited the financial capital of India, Mumbai.  To get additional context and perspectives about this very important emerging nation, my route went through New Delhi, the political capital of India...

Malaysia: Farewell

My journey through portions of Southeast Asia has been fascinating.  I’ve previously visited other ASEAN nations such as Thailand, Cambodia, and Hong Kong, and have always found the region very compelling.  The mix of cultures, religions, and traditions create a unique and exciting environment. Prior to arriving in Kuala Lumpur...

Malaysia: Bursa Malaysia

Bursa Malaysia is the primary exchange in Malaysia and one of the most active exchanges in the region.  The exchange is located in an imposing and impressive building not too far from Independence Square and the Central Market in the heart of Kuala Lumpur.  Like other exchanges I’ve visited in Australia and Southeast Asia, Bursa Malaysia...

Malaysia: Bank Negara Malaysia

I had the pleasure of meeting with Adrian Wong, Investment Operations and Financial Market Department Manager at the central bank of Malaysia, Bank Negara Malaysia (BNM). BNM fulfills the traditional roles of central banks around the globe, including conducting monetary policy, managing liquidity in the market, participating in the repo markets, etc...

Singapore: Farewell

As I wrap-up my time in Singapore on this particular journey, I will begin my comments by stating right up front that I’m the newest member of the Singapore Fan Club.  I’m a fan of Singapore’s openness, cleanliness, energy and enthusiasm, politeness, innovation, diversity, infrastructure, drive and ambition, order and structure, and their amazing success...

Singapore: iShares BlackRock

My final formal meeting in Singapore was with a team from iShares BlackRock at their impressive offices in the financial district.  Given Lunt Capital’s extensive use of ETFs in our strategies and the significant role iShares plays in the world of ETFs, I was eager to visit with them. My meeting in Singapore was coordinated by iShares’ Doug Frey...

Singapore: Singapore Exchange

Just a few short hours after my midnight arrival in Singapore, I had the pleasure of meeting with Darrell Lim at the Singapore Exchange (SGX).  It looked like I was in for a treat upon arriving at the exchange which is a very impressive building on Shenton Way, right in the heart of the financial district.  Even the elevator ride up to the exchange lobby was impressive...

Indonesia: Perspectives

The particular nuances of the round-the-world plane tickets we’re using for our Investment Trek create some interesting challenges and opportunities when it comes to the actual route of the journey.  Limited stops (layovers count as stops), travel direction/progression, and airline partner groups require us to select the most direct routes, often sacrificing a potentially great stop for...

Australia: Farewell

I returned to Australia after a long absence with great anticipation and enthusiasm.  As I climb on a plane to continue the Investment Trek through Southeast Asia, I leave Australia with a new host of experiences, friends, and insights.  I’d like to again thank those people who shared their time and perspectives with me in Sydney and Brisbane.  I learned a great deal about the economy...

Australia: MSCI Sydney

My final meeting in Sydney was with Tim Bradbury at MSCI.  This meeting was made possible by Mike Gandy at MSCI in San Francisco and I’m sincerely grateful for Mike’s efforts to coordinate the meeting. Tim and I immediately hit it off, despite the fact that our meeting was the only thing standing between him and his weekend from getting started.  As a general rule...

Australia: Australian Securities Exchange

I had the pleasure of meeting with Ramy Aziz (Chief Financial Officer) and David Raper (Executive General Manager, Trading Services) at the Australian Securities Exchange (ASX).  I believe I made the mistake of calling it the “stock” exchange when I first arrived because I’m accustomed to the NYSE, NASDAQ, AMEX, etc.  In my conversation with Ramy and David...

Australia: Reserve Bank of Australia

If you’ve been reading our Investment Trek posts thus far, you’ll know that we’re making an effort to visit as many central banks as possible on our journey.  Central banks rule the world and their actions have significant impacts on the investment environment.  Our discussions with central banks around the globe have deepened our understanding of the unique issues...