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 […]