Readings For The Week (24/9)

A bumper edition of readings and videos this week. Enjoy! “Without the prison, the beatings, what would I be?”: The Guardian interviews Ai Weiwei, the Chinese contemporary artist and activist. The college lecture is dying: First of a four-part series exploring the tech-driven future of higher education in America. The case for stock buybacks: Professor […]

Marathon Increases Li Ning Stake

Marathon Asset Management LLP (Marathon) recently added to its stake in HK-listed Li Ning Company Limited (Li Ning). According to a filing submitted to the Hong Kong Stock Exchange on September 21st, 2017, the firm bought 2,579,000 shares on the exchange on September 20th at an average price of HKD 6.9469 per share (total consideration was ~US$2.3m). […]

RVAM: Corporate Governance Challenges In Asia

River Valley Asset Management (RVAM) have published their September 2017 newsletter, which is available here. RVAM is a Singapore-based boutique asset management firm (their flagship fund is the River Valley Core Compounding Fund, launched in 2014). The firm was founded by Homiyar Vasania, who was previously part of Morgan Stanley’s emerging markets investment team. In […]