Bumper reading list this week. Enjoy!

• May 2018 newsletter: Investment update from Ellerston Asian Investments.
• Is your China exposure optimized?: China equities can help capture global growth, yet many investors are underallocated.
• Ways to think about machine learning: Latest post from Ben Evans of Andreessen Horowitz.
• Lies, China and Putin: Solving the mystery of Wilbur Ross’ missing fortune.
• Leading critic of Japan Inc puts funds on alert: Hokugo to stress dangers of cross-holdings and ‘allegiants’ hidden in registers.
• Inside the binge factory: How Netflix swallowed the TV industry.
• Investing without people: New memo from Howard Marks.
• Malaysia arts community paints hopeful picture: New mood of optimism, despite Mahatir’s role in regime change.
• Xi Jinping: Last week tonight with John Oliver.
• Donald Trump has a point about China’s technology abuses: But a further round of tariffs on goods is contentious and damaging.