Readings For The Week (4/9)

This week’s readings include a second quarter update from Andrew Limond (manager of the Panah Fund), an interview with Louis Gave of GaveKal Research and a Bloomberg piece on the trends shaping the consumer landscape in China. Letter to investors Q2 2016: Update from Andrew Limond, who runs the Panah Fund. The letter includes a section outlining their macroeconomic outlook for Vietnam.  Louis […]