AI’s brave new world is going nowhere without the old
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...
Tribeca Asia Infrastructure Fund: Asian Airports Commentary
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...
