KFD ASSET INTELLIGENCE HUB
Understanding Global Change. Finding Long-Term Asset Opportunities.
Kevin Feng’s ongoing research and investment thinking on global markets, AI and technology, Singapore property, and business across China and Southeast Asia.
2 November 2026 / Kevin Feng Weekly Investor Brief
A sharp technology sell-off calls for a closer look at cash flow, capital efficiency and valuation. Buy quality selectively, in stages.
Read article ↗6 min read
2 November 2026 / Kevin Feng Weekly Investor Brief
A sharp technology sell-off calls for a closer look at cash flow, capital efficiency and valuation. Buy quality selectively, in stages.
Read article ↗6 min read
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KEVIN FENG / CAPITAL ALLOCATION