Robin Harding

Asia Editor for the Financial Times. Former Tokyo bureau chief, Fed correspondent and leader writer. I don't tweet much these days.

[Zijing Wu @zijing_wu]

How has China systematically built a vast pipeline of AI talent? My debut feature in FT Magazine explores the pivotal education program behind this achievement, weaving in some personal reflections.

China’s Genius Plan
https://t.co/MUZTIDaw6g

[John Reed @JohnReedwrites]

India newsletter klaxon 🇮🇳 📥🙏
Behold the first edition of the @FT's India Business Briefing, edited by @veenavenugopal and publishing biweekly. In this issue: India’s IPO fever, a new face at the RBI, and the trouble with Indian CFAs (and CFA exams)https://t.co/Uw2mANBKdb

[Anantha @AnanthalakshmiA]

I'm delighted to have started a new role this year as Jakarta Correspondent at @FT, which has opened a new Indonesia bureau. I'll also be covering Vietnam and the Philippines. Pls send tips, hellos and Jakarta recommendations!

[Tom Braithwaite @TBraithwaite]

Applications open for the FT's trainee scheme. Please tell budding reporters. Some tragic cases join the FT this way and never leave. https://t.co/pg4AyadQBD

[Robin Harding @RobinBHarding]

@jburnmurdoch Arguably linked to this phenomenon: https://t.co/C151S1p7Fd

[Robin Harding @RobinBHarding]

That concludes this thread of all the stocks pitched at Sohn Hong Kong today. Basically all long ideas. Some classic blood-on-the-streets value trades. Growth & activist pitches were harder to evaluate without research but a couple sounded promising.

[Robin Harding @RobinBHarding]

Seth Fischer of Oasis Management: long China Education Group & other vocational education stocks in China. https://t.co/FDcoRVuIMc All China education stocks flattened by common prosperity, but higher/vocational education can be for-profit, P/Es at 4-5x.

[Robin Harding @RobinBHarding]

Seth Fischer of Oasis Management: long China Education Group & other vocational education stocks in China. https://t.co/FDcoRVuIMc All China education stocks flattened by common prosperity, but higher/vocational education can be for-profit, P/Es at 4-5x.

[Robin Harding @RobinBHarding]

Sohn Hong Kong 2023 conference. First up is Eric Wong of Stillpoint Investments, pitches long LBX Pharmacy https://t.co/woQIFl5TdO

[Robin Harding @RobinBHarding]

Toby Rodes of Kaname Capital: long Fukuda Denshi, medical device company in Japan. https://t.co/FgEGPcDeOW Governance/activism story. Quality company, P/E of 8x, accuses management of self-dealing.

[Robin Harding @RobinBHarding]

@travislundyasia You only get 10 mins to present at Sohn. If I can, I’ll find him during the break and ask.

[Robin Harding @RobinBHarding]

@travislundyasia I wondered as well, this point wasn’t explained