Readings For The Week (10/12)

This week’s readings / links include a look at the nascent organic cosmetics industry in Mongolia, recent trends in the ride-sharing space in Southeast Asia, a conversation with the team at Verdad Capital, an interview with fund manager Neil Woodford and how a proposed law is stoking the worst fears of India’s bank depositors. Mongolian […]

Readings For The Week (3/12)

This week’s readings / links include Jim O’Neill on the abnormality of oil, the NYT on how a generation in Japan faces a lonely death, Glenn Solomon on why multi-cloud is the next big thing in technology, Yves Smith on a new paper that confirms a long-standing criticism of private equity and a look at […]

The Robert Kuok Memoirs (SCMP)

The SCMP has published six extracts from the first-ever memoir of Malaysian entrepreneur Robert Kuok. They are worth a read – Simon Murray, the former chairman of Glencore, once called Kuok the best China watcher in the business. For those interested, you can purchase a copy of the book via MPH Online (link here). For […]

Readings For The Week (26/11)

This week’s readings / links include Kerr Neilson on the rise of Asia, a conversation with Chamath Palihapitiya, lessons from successful corporate turnarounds, Michael Dobbs-Higginson on his life of adventure and Lee Jong-Hwa on income inequality in Asia. The rise of Asia: Kerr Neilson’s latest journal entry. Interview with Chamath Palihapitiya: The founder and CEO […]

Readings For The Week (19/11)

This week’s readings / links include an update on Oasis Management’s investment in Pasona, a look at the political situation in Cambodia, a conversation with David Swensen, how Bill Browder became an enemy of the Russian state and an interview with Dr. William Rees. Hong Kong-based activist fund ups pressure on Japan’s Pasona: Oasis Management […]

Evermore Comments On Retail Holdings

The team at Evermore Global Value Fund have recently posted their commentary for Q3 2017. You can read the letter here. Evermore Global Advisors, LLC was established in 2009 by David Marcus and Eric LeGoff. The founders previously worked for / with Michael F. Price at Mutual Series. The letter includes commentary on Retail Holdings, which I […]

Readings For The Week (12/11)

This week’s readings / links include a presentation by David Webb on the most fundament issue in HK corporate governance, Rick Bookstaber on our low risk (low volatility) world, Benjamin Koh’s Q3 investor letter, Jack Miles on how we can reduce our carbon footprint and Dan Rasmussen on the gospel according to Michael Porter. If […]

Readings For The Week (5/11)

This week’s readings / links include how the panda became China’s diplomatic weapon of choice, thoughts on the recent arrest of Prince Alwaleed bin Talal, takeaways from China’s 19th party congress, Bloomberg on the road with the Indonesian President, an interview with Salman Rushdie and a look at the illicit global ape trade. How the […]

Readings For The Week (29/10)

This week’s readings include Byron Wien on China’s critical role in technology and geopolitics, Aswath Damodaran’s latest thoughts on bitcoin, First State Stewart Asia’s update on Indian equities, Kevin Kelly on what Mongolian nomads teach us about the digital future and notes from the recent Capitalize For Kids Conference 2017. China’s critical role in technology […]