This week’s readings include Matthew Klein on the case for Japanese equities, Andrew Clifford on his takeaways from a recent business trip to China, Tren Griffin on the Internet bubble of 1999-2001, why Canadian asset managers are investing heavily in India and a Q&A session with Eric Schmidt at the Stanford GSB.
- US stocks too expensive? Consider Japan: FT Alphaville’s Matthew Klein writes that he understands why some traders find a tilt to Japanese equities appealing.
- Observations from a recent trip to China: Platinum’s Andrew Clifford shares his takeaways after meeting people from a wide range of businesses and backgrounds.
- The dot-com boom and bust: Tren Griffin reflects on the Internet bubble of 1999-2001. He says that today, by contrast, we do not have a valuation bubble but rather a risk bubble.
- Scale offsets risk for Canadians on $15 billion India spree: Canadian asset managers including Brookfield, Fairfax and CPPIB are investing heavily in India.
- Eric Schmidt Q&A: Alphabet’s executive chairman shares his insights and advice with students at the Stanford GSB.