Readings For The Week (1/10)

This week’s readings include the August newsletter from the Komodo Fund, a conversation with Grant Williams of Real Vision TV, a look at how private equity in Asia is changing, why a China-owned port in Sri Lanka could alter global trade routes and a review of a new exhibition of Southeast Asian artists at the […]

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 […]

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 […]

Arisaig’s August Diary

Arisaig Partners recently published their investor update for August, which is available for download from their website. Their Asia Consumer Fund is now up 34.8% year to date. The latest letter includes commentary on their holdings in Bangladesh, China and South Korea. Some highlights below (paraphrased): Dali Foods: Strategy is to move its traditional, mass-market portfolio […]

Readings For The Week (17/9)

This week’s readings / videos include a talk by Michael Vatikiotis on power and conflict in modern Southeast Asia, a roundtable discussion on the future of bitcoin, the latest shareholder update from Symphony International Holdings, summary notes from the 2017 Delivering Alpha conference and an interview with Liu Qiangdong, the founder of Power and […]

Readings For The Week (10/9)

This week’s readings include Michael Pettis on some potential flaws in how China both calculates and reports GDP numbers, Evan Osnos on the risk of nuclear war with North Korea, George Monbiot on why Aung San Suu Kyi should have her Nobel Prize revoked, David Dodwell on the choke points in the world’s food supply […]

Readings For The Week (3/9)

This week’s readings include the FT obituary for Sir David Tang, an interview with NUS professor Wong Poh Kam on how start-ups can write the next chapter of Singapore’s growth, an HBR article on how the global economy is coalescing around a few digital superpowers, a look at shamanism in Mongolia and Adam Grant on […]

Readings For The Week (27/8)

This week’s readings include the latest GMO white paper, an FT interview with the CEO of iflix, a Bloomberg profile of Cederberg Capital, Mohammed El-Erian on the lost lesson of the financial crisis and Eugene K. Chow on the dark side of China’s tech boom. The good thing about climate change: Lucas White and Jeremy Grantham […]