Readings For The Week (15/1)

This week’s readings include Shirley Lin’s recent presentation at the Asia Society, a review by Tony Abbott of Michael Auslin’s new book and the December diary from Arisaig Partners. Taiwan’s China dilemma: Professor Syaru Shirley Lin looks at how the evolution of Taiwanese identity explains its economic policy oscillations toward mainland China. Clash of the titans: Former Australian Prime […]

Updates: Edgbaston, Wykeham…

Below are publicly disclosed portfolio updates by select value-oriented funds for December and January. The information is taken from filings made directly to the Hong Kong Stock Exchange. Edgbaston Partners: Employee-owned, long-only investment firm established in 2008 by Charu Fernando and partners to specialise in Asia Pacific ex-Japan equity investments. Recent publicly disclosed portfolio activity includes: 6 […]

Readings For The Week (8/1)

This week’s readings include Glenn Solomon’s book recommendations and list of predictions for 2017, John Hempton’s thoughts on when to average down and Michael Pettis on the range of plausible economic outcomes available to China. 2017 predictions: Glenn Solomon (GGV) puts forward his predictions for the new year and reviews how his 2016 predictions played out. His top […]

Andreessen: Studying Opposites

I highly recommend this Tim Ferriss podcast from last year, in which he interviews Marc Andreessen. It is full of fascinating insights into the world of venture capital and includes a lot of rich material you won’t find in Andreessen’s general interviews with the media. For those unfamiliar with Andreessen, he is the co-founder and general partner of the venture […]

New Year Updates

Happy new year to everyone! Apologies for the lengthy silence, I was travelling for most of December and took a short break from writing to catch up on other things. Below are some long overdue general updates as well as responses to a few questions (paraphrased) that I have received. Travel recommendation: Kanha Tiger Reserve in Madhya Pradesh. According to WWF […]

Readings For The Week (11/12)

This week’s readings include recommendations for the book of the year from a range of global leaders, a review of John Pomfret’s new book on the centuries-old relationship between the US and China and a new research report published by Matthews Asia. The best books of 2016: Leaders from the worlds of academia, finance, industry, politics and technology put […]

Ellerston Asian: Thematic Investing

Ellerston Asian Investments (EAI) is an ASX-listed investment company. Launched in September 2015, the fund is Ellerston Capital’s first Asia-focused offering. The portfolio is managed by Mary Manning, who was previously with Oaktree Capital and Soros Fund Management. The fund combines bottom-up analysis with a macro overlay, identifying key thematics likely to drive equity markets in […]

Update On Ming Fai

As expected, Ming Fai has called for a board meeting on December 16 to approve the declaration and payment of a special dividend. If approved, the company will make a further announcement following the board meeting to set out the details of the dividend. For more about the company and situation, see my post here. David […]

Readings For The Week (4/12)

This week’s readings include the latest annual report of the Vietnam Opportunity Fund, a reflective letter from Peter Churchouse to his younger self and an interview with Professor Lee Sing-Kong on why global competence is increasingly important in today’s world.  2016 annual report: Full year results for VinaCapital’s Vietnam Opportunity Fund. Includes commentary on how the board […]