In this article, Jeffrey Towson discusses the role of activists and catalysts in driving digital value. He argues that these investors can help to improve corporate governance, unlock shareholder value, and drive innovation. Towson provides examples of how activists have successfully used their influence to improve the performance of digital businesses in Asia.
Category Archives: Catalysts (Ques 5)
Lessons from Mario Gabelli on the State as a Catalyst (Asia Tech Strategy – Daily Lesson / Update)
In my latest podcast, I teed up the idea that the State is not just a source of risk or uncertainty in China. It can also create tremendous economic value in companies. I referred to it as the “mother of all catalysts”. How to Profit from Politics in China Tech (Asia Tech Strategy – Podcast […]
How to Profit from Politics in China Tech (Tech Strategy – Podcast 93)
In this podcast, Jeffrey Towson discusses how to profit from political involvement in China tech. He shares his insights on how to identify companies that are likely to benefit from government policies, and how to manage risk in this uncertain environment.
How to Profit from China Politics. Think Suntech and State Catalysts. (Tech Strategy – Daily Article)
I did a podcast about how to assess the political risk of China tech. But really, I was talking about the Role of the State in different industries. How to Assess Political Risk in China Tech (Asia Tech Strategy – Podcast 92) But that was all about downside, which is important. What is more interesting […]
Is HTC a “Down But Not Out” Opportunity? (Jeff’s Asia Tech Class – Daily Update)
Taiwan-based HTC is fighting for its survival. Since 2015, the company has experienced a massive drop in its revenues. Falling from $4.3B (2015) to $355M (2015). With gross profits in the range of 3.5%. And it looks like revenue for 2020 will fall to around $200M. Market share for its core smartphone business is under […]