The Path Here Wasn't Linear
2012 – Bangkok Banking District
Spent five years analyzing regional portfolios for institutional clients. Watched brilliant strategies collapse because they ignored local context. Thai markets don't behave like textbook models suggest.
2016 – The Realization
During a particularly volatile quarter, I noticed something. Clients who understood their risk tolerance outperformed those chasing optimal returns. The psychology mattered more than the math.
2018 – Starting Over
Left the corporate structure to build a research practice focused on what actually helps people make decisions. Not predictions. Not guarantees. Just honest assessment of what we know and what remains uncertain.
2022 – Expanding the Team
Brought on analysts who'd worked through different market cycles. Each one brought perspective that challenged our assumptions. That friction makes our research stronger.
Today – 2025
We work with clients across Southeast Asia who value transparency over polish. Our reports sometimes say we don't have enough data to recommend action. That's the point.