Readings For The Week (21/1)

This week’s readings / links include Michael Pettis on why China likely won’t buy fewer U.S. treasury bonds, a look at the rise of internet censorship in Southeast Asia, thoughts on competition in the digital age, an interview with Walter Isaacson about his biography of Leonardo da Vinci and a profile of the Amanyangyun. Why […]

Readings For The Week (14/1)

This week’s readings / links include a look at China’s war on poverty, an interview with Richard Liu (founder of, a profile of Mark Mobius, why Chinese workers are abandoning Silicon Valley for riches back home and short interviews with David Webb and Wang Lihong (Bain Capital). China’s war on poverty could hurt the […]

Kennox Comments On Welling

The Kennox Strategic Value Fund’s 4Q 2017 report included some commentary on HK-listed Welling Holdings (see the excerpt below). Kennox is an Edinburgh-based wholly independent asset manager. Their team runs the Kennox Strategic Value Fund, a long only global equities portfolio. We have previously covered them on this website, see here and here for more. As […]

Tom Steyer Speaks At Stanford GSB

Tom Steyer, the founder and president of NextGen America, was a recent speaker at the Stanford Graduate School of Business. He discussed his early career experiences, the fight against climate change and also offered his reflections on leadership and the responsibility to give back. Prior to his current philanthropic work, Steyer was the founder of Farallon Capital, […]

Readings For The Week (7/1)

Bumper reading list this week. Enjoy! The $100 billion venture capital bomb: Softbank’s Masayoshi Son bets the Vision Fund — the biggest VC pool in history — on automation. The war for China’s wallet: Shaun Rein’s presentation at the FCC, Hong Kong. Deradicalisation schools: The Al-Hidayah Islamic Boarding School seeks to break the cycle of generational […]