An interview with Dr Hon Weng Chong
March 2026 Investment Update
February 2026 Investment Update
January 2026 Investment Update
But that doesn't mean it's safe
Software winter, AI spring
November 2025 Investment Update
A decisive turn in US biotech
September investment update and a new investment in US healthcare
A conversation with CEO Dr Chris Burns
And Microsoft replaces ~$20 billion of capex with a signature
Internal research and company updates