Happy weekend! This week’s links include Syzygy’s James Grigor on global market opportunities, John Hempton’s write up on Brambles, Shane Parrish’s conversation with Orbis President Adam Karr, Reuters on Russia’s temporary export ban of low enrichment uranium to the US, Grab’s efforts to build out hyperlocal mapping in Southeast Asia and the Pangolin Fund’s update […]
Readings For The Week (2/11)
Happy weekend! A slightly expanded content list this week. Some highlights include Hedgeye’s conversation with Murray Stahl of Horizon Kinetics, Bloomberg on Indian whiskies holding their own against scotch, the launch of Nintendo’s music streaming app, Viktor Schvets discussing his new book “The Twilight Before The Storm,” an interview with Malaysia’s top adman Austen Zecha […]
Event – Singapore Dinner
After many years of writing this blog, I thought it might be fun to arrange an informal dinner and meet up with more like-minded investors in the region. I used to know many readers of the blog, but the audience has grown over time. To be clear, the value proposition is not to meet with […]
Readings For The Week (12/10)
This week’s readings/links include a Discovery Channel documentary on FPT’s evolution into Vietnam’s national champion, an interview with Tan Sri Nazir Razak, David Baker on gold equities, Michael Weinberg discusses China’s economic challenges and commercial real estate in the US, and Atossa Araxia Abrahamian on the Medici Affair, the history of free trade zones, and […]
Readings For The Week (21/9)
Happy weekend everyone! This week’s readings/links include Culper Research’s short report on Kaspi.kz, Richard Koo on China’s balance sheet recession, Richard Lawrence on the lessons from his journey building Overlook Investments, Nandan Nilekani on the creation of Aadhaar and his vision for India’s digital transformation, Joe Walker’s wide-ranging conversation with Nassim Taleb and Bloomberg on […]
James Shannon (RiskReversal Media)
A slightly dated but interesting conversation with James Shannon, the CEO of Indus Capital Partners. Some of my notes are below (not intended as a comprehensive transcript – these are for personal reference only and any mistakes are my own). Firm history – founded in 2000 by by six former partners from the Asian equities […]
Readings For The Week (14/9)
This week’s readings/links include Real Vision’s interview with Shaun Hackett on the impact of weather cycles on commodity inflation, Matthew Ball on the stunning economics of OnlyFans, Founders Podcast on the story of the Nomad Investment Partnership, Joe Wiggins on why the primary goal for investors is survival, ARTnews on the uncertain future of Japan’s […]
Readings For The Week (8/9)
This week’s readings/links include the New York Times on America’s tyranny of the penny, the Founders Podcast on the life and lessons of Li Lu, Goldman Sachs asks whether the Fed is behind the curve, the FT on the US college campus where there are no culture wars, Baker Steel on how AI and the […]
Readings For The Week (1/9)
This week’s readings/links include Wendy Kopp on why younger generations need a norm-shift on early job choices, the J Curve podcast’s conversation with David Nangle (CEO of VEF) on investing in emerging markets, The Walrus on Moleskine mania, Jeremy Hosking on why Japan remains the best game in town, Packer & Co.’s open letter to […]
Readings For The Week (10/8)
This week’s readings/links include a Q&A with Michael Pettis on the Chinese economy, a wide-ranging conversation with Mark Hart of Corriente Advisors, Bloomberg on China’s rapid build out of its nuclear power capacity, Django Davidson on the capital cycle approach, Ho Kwon Ping on his journey building the Banyan Group, East Rock Capital’s Adam Shapiro […]