This week’s readings/links include Arvind Subramanian’s working paper on India’s GDP mis-estimation, Marc Faber on the coming pension crisis and its subsequent fallout, Mary Meeker’s internet trends 2019 presentation, Novo Tellus on ISDN Holdings and a conversation with David Abrams.

• India’s GDP mis-estimation: Likelihood, magnitudes, mechanisms, and implications.
• Marc Faber: The coming pension crisis and its subsequent fallout.
• Internet trends 2019: Annual presentation from Mary Meeker and team. The China data and slides are prepared by Hillhouse Capital.
• ISDN Holdings: What Novo Tellus sees in it.
• Conversation with David Abrams: Applying a fundamental, value-oriented approach to investing.