https://www.scmp.com/rss/328877/feed Oliver Cox, executive director, is a portfolio manager within the Asia Pacific regional team within the emerging markets and Asia Pacific (EMAP) equities team, based in Hong Kong. He joined the firm in 2007 from Macquarie Securities Japan where he was an equity analyst for three years. Prior to this, he worked with Mitsubishi Electric for a year as a communication manager. Oliver obtained a BSc (Honours) in Psychology from the University of Manchester. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Assumptions about Asian equity markets are being called into question amid a short-term reassessment by the region’s companies over the coronavirus fallout. While much remains unclear, as people stuck at home flock to e-commerce platforms to shop, probably cementing online habits, there are powerful structural trends underpinning technology innovation across Asia – and those themes are unchanged. In fact, 2020 may be the year that Asian technology goes from exciting to in the ascendancy. There... https://www.scmp.com/comment/opinion/article/3074119/coronavirus-concerns-aside-powerful-trends-point-boom-time-asian?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3074119/coronavirus-concerns-aside-powerful-trends-point-boom-time-asian?utm_source=rss_feed Sun, 08 Mar 2020 07:00:19 +0000 We know from the writings of Warren Buffett, backed up by multiple academic sources, that wealth is generated from waiting. Buy companies that you believe in and stick with them through thick and thin, back the best management teams and resist the temptation to react to short-term news flows. Put another way, simply try to do nothing to see consistent compound interest gains on a gradually growing equity base accrue over a long period. The problem facing investors, bombarded by a huge amount of... https://www.scmp.com/business/article/2166984/tencent-alibaba-and-baidu-will-reward-patient-investors-who-stay-them?utm_source=rss_feed https://www.scmp.com/business/article/2166984/tencent-alibaba-and-baidu-will-reward-patient-investors-who-stay-them?utm_source=rss_feed Fri, 05 Oct 2018 02:15:45 +0000