Business
#invest #stocks #globalinvesting --- Kelvin Goh - Investing in Global ECommerce Kelvin Goh is a former Head of ASEAN Research at CIMB Investment Bank and formerly a director of an investment holding company, GT Capital. He currently manages the Qualis Global Fund at R3 Asset Management. -- CONTENTS: 01:30 - Why Invest Globally - Kelvin's Investing Principles 02:30 - Can a Company Be Impervious to Global Shocks? 04:04 - How Do You Find the Next Amazon and Microsoft? 05:05 - Plenty of Runway Left in Etsy, MercadoLibre and SEA Ltd 06:30 - News, Knowledge or Trends? The Stock Selection Process 07:42 - How Active Should Portfolio Management Be? 09:36 - What Happens When the Cheap Money Era Ends? 11:54 - What Happens if You Buy the Wrong Stock? And How Do You Monitor Performance? 14:36 - Would You Buy Ant Financial? Or Didi Chuxing? And Do You Look at China Stocks Closely? 15:45 - Is There a Maximum Number of Names You Hold in Your Portfolio? 17:21 - Can Investing Become A Science? (Since Greed and Fear Rule Market Behaviour) 18:42 - How Do You Gauge Management and Overcome Financial Fraud? 20:14 - How Do You Overcome Black Swan Events (Like Covid) and Other Volatile Events 22:19 - How Much Cash Do You Hold as Dry Powder? 23:24 - Would You Touch NFTs, SPACs, Ethereum, Bitcoin? 24:05 - And What About ESG Investing? Social Impact Investing? 25:15 - Would/Should Investors Look at Investing in China Stocks? 26:06 - How Do You Invest Your Own Money? 27:08 - And What About Other Investments Like Real Estate / Property / Bonds / Fixed Income? 29:06 - How to Iron Out Intermediary Fees Charged by Banks -- Follow Kelvin Here: LinkedIn: https://bit.ly/2Tw0eVB -- Follow Chuang here: URL: http://www.domore.my/ LinkedIn: https://www.linkedin.com/in/hsu-chuang-khoo-ab199343/ FB: https://www.facebook.com/khoo.chuang/ IG: instagram.com/khoohsuchuang/ --- Follow DoMore here: WEBSITE: https://www.domore.my/ YOUTUBE: https://www.youtube.com/c/DoMoreTakeChargeofYourLife ITUNES: https://apple.co/2lQ47mS GOOGLE PLAY: https://bit.ly/3b1l8iO SPOTIFY: https://tinyurl.com/y6zufvcp PODBEAN: https://domoreasia.podbean.com/ INSTAGRAM: https://www.instagram.com/domore.asia/FOLLOW KELVIN HERE: