Readings For The Week (8/1)

This week’s readings include Glenn Solomon’s book recommendations and list of predictions for 2017, John Hempton’s thoughts on when to average down and Michael Pettis on the range of plausible economic outcomes available to China.

  • 2017 predictions: Glenn Solomon (GGV) puts forward his predictions for the new year and reviews how his 2016 predictions played out. His top 10 books of 2016 can be found here.
  • When do you average down?: John Hempton (Bronte) examines the case for averaging down on an investment and discusses the circumstances under which one should (and should not) do so.
  • My reading of the FT’s “…Glimpse of China’s economic future”: Michael Pettis writes that the most likely of plausible economic outcomes for China is a long, but orderly, growth deceleration.
  • Market update – December 2016Andrew Clifford, CIO of Platinum Asset Management, provides an update on global markets and how the firm is positioning itself in today’s environment.
  • Trust update – December 2016: Vinay Agarwal of the Scottish Oriental Smaller Companies Trust gives an update to shareholders at the firm’s recent AGM. For highlights, see my recent post here.