This week’s readings / links include a look at gender imbalance in China and India, thoughts on China’s dual onshore and offshore foreign exchange markets, Elliott Management’s presentation on unlocking value at Hyundai, Japan’s rent-a-family industry and Peter Tasker on Trump’s path to the Nobel Prize. Too many men: China and India battle with the consequences […]
Month: April 2018
Longleaf Comments On AIN Holdings
The Longleaf Partners Funds have published their 1Q 2018 report(s). It includes some commentary on a new holding in Japan (AIN Holdings) for the International Fund. Excerpt below: “AIN Holdings (+30%, +0.62%), the largest prescription pharmacy chain in Japan, was a new investment in the quarter and quickly contributed. Japan’s prescription dispensing pharmacy industry is […]
Kennox Comments On China Mobile
The Kennox Strategic Value Fund’s 1Q 2018 report included some commentary on HK-listed China Mobile (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. As per their latest quarterly report: “[China Mobile] has the largest subscriber base of […]
Readings For The Week (22/4)
This week’s readings / links include a look at plans to manage the widening discount at First Pacific, the bike-share oversupply problem in China, GMO’s Arjun Divecha on Russia, thoughts on Japan’s ageing population milestone and Facebook’s problem with hate speech in Sri Lanka. Investors press Indonesian conglomerate Salim’s holding company to sell assets: As stock […]
Readings For The Week (15/4)
This week’s readings / links include an interview with Jin Liqun from the Asian Infrastructure Investment Bank, Aswath Damodaran on the recent reversal in fortunes for the FANG stocks, the Yale endowment’s 2017 report, an opinion piece from Philip Bowring and a talk by Sal Khan at Google. China’s answer to the World Bank wants green, […]
Symphony’s 2017 Annual Report
Symphony International Holdings Limited have recently published their 2017 annual report (also embedded below). They are a publicly listed strategic investment company focused primarily on high-growth sectors – healthcare, hospitality, lifestyle and branded real estate – that stand to benefit from the rising disposable incomes of Asia’s increasing, and increasingly aspirational, population. Decent read for an overview […]
Readings For The Week (8/4)
This week’s readings / links include the case of Hong Kong’s missing booksellers, a wide-ranging conversation with Prince Mohammed bin Salman, the latest journal entry from Kerr Neilson, Ben Thompson on the story of Windows’ decline and an interview with Yi Wang of Liulishuo. The case of Hong Kong’s missing booksellers: As Xi Jinping consolidates power, owners […]
Interview With Fred Hickey (Peak Prosperity)
Fred Hickey, the founder and editor of the “High-Tech Strategist” investment newsletter, was a recent guest on Peak Prosperity’s Featured Voices podcast. You can listen to the interview below or read the transcript of the full interview here. Hickey is extremely cautious about the markets right now and thinks this is one of the most […]
Readings For The Week (1/4)
Some excellent content this week. Enjoy! Same tiger, different stripes: India’s economic drivers are strong but shifting. Facebook, Big Brother and China: The political and media furore over external use of Facebook data misses the point. The Vietnam War: A lesson in the geopolitics of Southeast Asia. Activist investors say their voices are being heard by Japan Inc: […]