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 […]