The New Strategic Deal in Value Investing

European Straits #112

Dear all,

If everything has gone well, I just arrived in Singapore 🇸🇬. I’m here to take part in a 2-day conference organized by the French Cercle des économistes with the Economic Society of Singapore at the Lee Kuan Yew School of Public Affairs. You can find more by following this link. My part will be to participate in a panel on “Disruption, Fintech, and Innovation: Who Will Be the New Winners?” on Friday morning.

My view of Singapore before travelling was “one of the two business centers in Southeast Asia” (with Hong Kong). I know that many multinationals have their Asian headquarters there, and that INSEAD has located one of its two sites in Singapore (the other being Fontainebleau). I know that the nation’s founding father was a statesman named Lee Kuan Yew, who passed away in 2015 and was unanimously respected—most notably by Henry Kissinger. And I’ve seen Crazy Rich Asians 😜.

All of these were enough to make me want to know more. I’ve been reading a lot about Singapore recentl…