Presentations
Selected presentations and data decks — interactive on desktop, each with a PDF for reading on mobile. Hong Kong ListCo Value Creation Analytics, Becoming Engineers, and All That Glisters.
Presentations
Selected presentations and data decks — interactive on desktop, each with a PDF for reading on mobile.
Data Deck · September 2026
Hong Kong ListCo Value Creation Analytics
Ten years of economic profit across 2,000+ HKEX Main Board companies. It turned negative in 2022 and stayed there, and twenty companies now generate 55% of the value created by 657 firms.
Inside the deck
Slide 03
3.9% of global equity value
Hong Kong is the world’s fifth largest equity market, at $6.1tn.
Slide 08
Economic profit turned negative
It fell below zero in 2022 and has stayed there since.
Slide 13
Twenty companies, 55% of the value
657 firms created value. The top ten made 40% of it.
Slide 16
The allocation matrix
Return spread and scale set the choice: invest, restructure, divest, reallocate.
Earlier decks
Keynote · June 2026
Becoming Engineers
Six months of building AI frameworks and skills for knowledge work — capture, organise, process, execute — shown through the real artefacts the stack produces.
Data Story · June 2026
All That Glisters
The gold Hong Kong’s MPF won’t let you hold. A data carousel through 447 pension funds — dispersion, fees, and the walls around the exit — told through Shakespeare.
Executive Training · February 2026
When AI Leaves the Chat Window
Context, knowledge systems, CLI tools, and agents — how to become the most proficient user of AI in your organisation. An executive training session, end to end.
Speaking
Speak at your event
I speak at corporate, investor and board events — on M&A, capital markets, sector views, and what AI adoption really changes in knowledge work. Keynotes, panels, and hands-on workshops. The decks above come from these talks.
The AI toolkit holds the tools, skills and data feeds behind these decks, with links.