This week’s readings / links include a review of the bear case for Chinese markets, a conversation with Kosmo Kalliarekos of Baring Private Equity Asia, a look at the centuries-old struggle against the caste system in India, Angus Deaton on why the U.S. can no longer hide from its deep poverty problem and the latest memo […]
Month: January 2018
George Soros – Davos 2018 Speech (Transcript)
George Soros addressed a small audience in Davos last week, where he discussed (among other things) the rise of nationalism and the emergence of large, monopolistic technology platforms such as Facebook and Google that are becoming “obstacles to innovation.” His full speech transcript is embedded below, via Alex Jungwirth of Apollo PR. Well worth a […]
Senrigan Discloses Stake In Winto Group
Senrigan Capital Group (Senrigan) recently increased its stake in HK-listed Winto Group (Holdings) Limited (Winto Group). According to a filing submitted to the Hong Kong Stock Exchange on January 25th, 2018, the firm bought 223,384,000 shares on January 25th on the exchange at an average price of HKD 0.058 per share (total consideration was ~US$1.66m). Following […]
Readings For The Week (21/1)
This week’s readings / links include Michael Pettis on why China likely won’t buy fewer U.S. treasury bonds, a look at the rise of internet censorship in Southeast Asia, thoughts on competition in the digital age, an interview with Walter Isaacson about his biography of Leonardo da Vinci and a profile of the Amanyangyun. Why […]
Readings For The Week (14/1)
This week’s readings / links include a look at China’s war on poverty, an interview with Richard Liu (founder of JD.com), a profile of Mark Mobius, why Chinese workers are abandoning Silicon Valley for riches back home and short interviews with David Webb and Wang Lihong (Bain Capital). China’s war on poverty could hurt the […]
Kennox Comments On Welling
The Kennox Strategic Value Fund’s 4Q 2017 report included some commentary on HK-listed Welling Holdings (see the excerpt below). Kennox is an Edinburgh-based wholly independent asset manager. Their team runs the Kennox Strategic Value Fund, a long only global equities portfolio. We have previously covered them on this website, see here and here for more. As […]
Tom Steyer Speaks At Stanford GSB
Tom Steyer, the founder and president of NextGen America, was a recent speaker at the Stanford Graduate School of Business. He discussed his early career experiences, the fight against climate change and also offered his reflections on leadership and the responsibility to give back. Prior to his current philanthropic work, Steyer was the founder of Farallon Capital, […]
Readings For The Week (7/1)
Bumper reading list this week. Enjoy! The $100 billion venture capital bomb: Softbank’s Masayoshi Son bets the Vision Fund — the biggest VC pool in history — on automation. The war for China’s wallet: Shaun Rein’s presentation at the FCC, Hong Kong. Deradicalisation schools: The Al-Hidayah Islamic Boarding School seeks to break the cycle of generational […]