Readings For The Week (30/7)

This week’s readings include a conversation with Seth Fischer of Oasis Capital Management, short interviews with three of Asia’s leading hoteliers, a look at the decades-long quest to bring down Bloomberg, thoughts on the recent ousting of Nawaz Sharif and an opinion piece on how Hong Kong and China are forging a new innovation economy. […]

Barron’s Interview With James Montier (GMO)

Interesting interview with James Montier in this week’s issue of Barron’s. Montier is a member of the GMO’s Asset Allocation team. Prior to GMO, he was co-head of Global Strategy at Société Générale. Some excerpts / highlights below: On being a value investor in the current environment: “The U.S. has been an incredibly strong market […]