The current frenzy surrounding AI resembles the historical California Gold Rush of 1849. During the rush it was often the vendors of essential tools and equipment, such as picks, shovels, and pans, who reaped the greatest rewards. In this modern AI gold rush, data...
For investors in the Asia Travel theme, what is heartening to note is that all the growth we are seeing represents just the tip of the iceberg, as only ~10% of Indian and Chinese citizens today own a passport. A combination of aging demography and a rising middle...
John Stover, Portfolio Manager of Tribeca Asia Credit Strategy, has just written to investors about the impact of rising bond yields, highlighting the asymmetry in 1-year returns for fixed income investments. He notes that the recent increase in yields can lead to...
Tribeca Investment Partners yesterday announced the expansion of the Tribeca Asian Infrastructure Fund (TAIF) with a commitment from an Asian sovereign wealth fund. TAIF invests in energy transition, transport, digital and healthcare infrastructure across Asia...
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