The secret to global investing is gaining an insight into the hopes and desires of the people who live and work in the countries you invest in.

The secret to global investing is gaining an insight into the hopes and desires of the people who live and work in the countries you invest in.

If you ever want to eat a tuna sandwich again, don't go to a tuna factory. I visited one where they had two lines: one was the human food line and one was the cat food line - and they didn't look any different.

What goes down usually goes back up, if you're willing to be patient and don't hit the panic button.

The only way to consistently stay ahead of the game is to adopt a long-term view and, if appropriate, with a strong contrarian spin.

Shareholder activism is not a privilege - it is a right and a responsibility. When we invest in a company, we own part of that company and we are partly responsible for how that company progresses. If we believe there is something going wrong with the company, then we, as shareholders, must become active and vocal.

China and the U.S. have a very symbiotic relationship which will not decline any time soon. There are more shared interests as compared to shared differences and for this reason relations will continue to be good.