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By SK Lee A Hong Kong family office is building a pickleball platform spanning clubs, athletes and events, wagering that the fast-growing sport can become a scalable media and participation business across Asia. TGG Group, a private investment office focused on Asia, has launched LIT Sports Global as its dedicated sports investment arm, according to people familiar with the plans. The initiative is expected to be backed by about $300 million earmarked for sports over time, as

By SK Lee HONG KONG – In the serene embrace of Discovery Bay on Lantau Island, where turquoise waters lap against ferry piers and the hum of urban frenzy feels a world away, the third annual World Pickleball Championship (WPC) unfolded like a symphony of smashes and dinks over three electrifying days. More than 900 players from 16 countries converged for over 1,800 matches, transforming the tranquil enclave into a pulsating hub of athleticism and camaraderie. Ferries churned

By John Ian Lau Contributing Editor Solomon Grey Capital December 1, 2025, arrived not with fanfare, but with a quiet click: the U.S. Federal Reserve’s balance sheet, swollen to $6.57 trillion after years of emergency expansions, froze in place. 0 No more monthly runoff of up to $40 billion in Treasuries and mortgage-backed securities without reinvestment. Quantitative Tightening (QT)—the Fed’s methodical liquidity drain since May 2022—has ended, capping a $2.39 trillion cont

John Ian Lau Contributing Editor Solomon Grey Capital To our 22 million readers: Welcome to another edition of Solomon Grey Capital, where we cut through the noise to spotlight the trends that matter most for your portfolio. A New Secular Force Has Arrived History rarely announces its turning points in real time, but we believe we are living through one. Artificial intelligence is not another cyclical tech theme—it is the fourth great general-purpose technology of the modern

By SK Lee, Solomon Grey Capital In Hong Kong’s high-stakes world of mergers and acquisitions, where deals worth billions hinge on precision and foresight, Agnes Fan was a rising star. Fresh out of the Big Four—where she honed her skills in audit and advisory—she joined the M&A team at CLP Holdings, the Kadoorie family’s flagship utility giant powering much of the Pearl River Delta. At 29, with a career trajectory mapped for corner offices and cross-border transactions, Fan em

By SK Lee, Sports Investments, Solomon Grey Capital Hong Kong’s pickleball scene is evolving fast, powered not by a single star, but by a new generation of professionals emerging from LIT TLP Pickleball. Among them, Nikita Tang stands out as one of the club’s rising pros helping define the sport’s early identity in the city. Her journey from casual pandemic player to international podium finisher represents the type of story — and momentum — fueling the club’s broader profess

By John Ian Lau Contributing Editor, Solomon Grey Capital November 22, 2025 – As U.S. equities dance at record highs, the fiscal foundations beneath them are crumbling under deficits that would make even the most spendthrift emperor blush. We’re staring down a structural chasm: $1.8 trillion in red ink for fiscal year 2025, equating to 6.2% of GDP, per the Congressional Budget Office. And that’s not some temporary blip – projections hold steady above 5% through 2027, courtesy

By John Ian Lau
 For Solomon Grey Capital Newsletter In one of the most violent reversals in modern market history, the S&P 500 opened up 1.4 per cent, traded as high as 6,800, and closed down 1.5 per cent at 3,616. That intraday swing of more than 4.3 percentage points from peak to trough marks only the third such occurrence since 2000. The previous two were 7 April 2020 (COVID volatility) and 8 April 2025 (post-Liberation Day shock). Goldman Sachs’ trading desk described th

By John Ian Lau Contributing Editor, Solomon Grey Capital Tech and AI Expert San Francisco — In the high-stakes theater of Wall Street, where fortunes rise and fall faster than a viral meme, the AI boom was teetering on the edge of a cliff. Investors, weary from months of overheated valuations and whispers of an “AI bubble,” had begun placing bets on the inevitable pop. Headlines screamed of diminishing returns on generative tech, regulatory scrutiny from Brussels to Beijing,

Contributing Editor: SK Lee, Solomon Grey Capital Solomon Grey Capital is a global investment newsletter serving over 22 million readers worldwide, delivering insights on emerging markets and high-growth opportunities. HONG KONG – In the shadow of skyscrapers where the air hums with the urgency of finance and tech deals, a quieter revolution is unfolding on compact courts the size of a badminton pitch. Pickleball – that beguiling hybrid of tennis, table tennis, and ping-pong