Kristie Neo’s Substack

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Tencent-backed voice app eyes AI agents and expansion across emerging Asia and MENA
Founded by serial founder Forrest Chen who sold Umeng to Alibaba in 2013
Sep 25 • Kristie Neo
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Newsletter #31: LP-GP conference confessions 🤫
Sometimes loud, sometimes soft
Sep 21 • Kristie Neo
4
Newsletter #30: In Oman, PE/VC is a cute little cottage industry
Some notes from my first trip to Muscat
Sep 14 • Kristie Neo
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Jollibee wants to join the big leagues of fast food fame 🍗
The Filipino family-led group is charting its next growth chapter
Sep 10 • Kristie Neo
3
Newsletter #29: UAE digital dirhams; Mayhem in Indonesia & Thailand
It's a whirlwind
Sep 6 • Kristie Neo
3
What can we expect from Temasek 2.0?
Mirror mirror on the wall...🪞
Sep 3 • Kristie Neo
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Newsletter #28: We're in a major illiquidity funk
Stuck between a rock and a hard place
Aug 31 • Kristie Neo
10
Singapore Real Estate Firm Clears Forest, Calls It ‘Nature-Aligned’ — Lenders Agree
It begs the question, what are green loans actually for?
Aug 29 • Robin Hicks | Boiling Frog
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Newsletter #27: Keeta is officially in Qatar. Next stop, UAE?
Hungry for more 😋
Aug 24 • Kristie Neo
3
Unpacking the opaque world of sovereign wealth funds in Asia and the Gulf
Robert Mogielnicki and his colleagues at the Arab Gulf States Institute tackle this subject in their latest book
Aug 22 • Kristie Neo
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Newsletter #26: It's earnings week! Comparing Talabat & Jahez
Let's dig in 🎂
Aug 17 • Kristie Neo
3
Temasek’s Heliconia Capital said to be consolidated under 65 Equity Partners
Sunrise or sunset? 🌄
Aug 14 • Kristie Neo
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