Commentaries

July 6, 2020

Rise of the Anti-Sharing Economy – by Kay-Mok Ku

To see the future, one just needs to look at Japan. The land of the rising sun is also the land of falling prices. This is despite the…

Commentaries
May 12, 2020

MICRO NOT MACRO – by Kay Mok Ku

I recently participated in a Southeast Asian investor panel organized by Momentum Works, where the main topic revolved around lessons learned from previous crises and how they can be…

Commentaries
February 11, 2020

ROBOTS vs VIRUSES by Kay-Mok Ku

As we ushered in the New Year and braced ourselves for the coming “Corona Storm”, the startup community should never forget to turn adversity into opportunity. In fact,…

Commentaries
November 15, 2019

Rise of Chocolonies by Kay-Mok Ku

Accompanied Tharman Shanmugaratnam, Chairman of the Monetary Authority of Singapore, on a business mission to Cote d’Ivoire and Ghana. Ghana is also where the Jack Ma Foundation will…

Commentaries
July 29, 2019

Africa: The Rise of the Lion King and Indomie by Kay-Mok Ku

We recently made our first investment into Africa, CleverHome. It was founded by a “seabound” (出海) Chinese entrepreneur, who started with selling building materials to Africa in 2015….

Commentaries
June 27, 2019

The Future of Venture Capital by Kay-Mok Ku

In the past quarter century, we have witnessed two technological waves that drove venture investing: Commercialization of the militay Internet in the US in the 90s heralded the…

Commentaries
June 4, 2020

The Three-Body Problem — by Kay-Mok Ku

Anyone who has attended classes at the Alibaba University will learn about its unique company culture of selecting a character from Louis Cha’s (金庸) martial arts novels as…

Commentaries