Glenn Solomon, a managing partner at GGV Capital, was recently interviewed by Harry Stebbings on his 20VC podcast. GGV Capital is a venture capital firm focused on multi-stage investments in the US and China. They have ~US$3.8bn under management across eight funds and invest across a range of technology sectors. In the interview, Solomon discusses some of the […]
Month: June 2018
Readings For The Week (30/6)
Lots of interesting content this week, enjoy! Inside the secret world of venture capital: The Stanford Venture Capital Initiative is quietly assembling a massive database from people who prefer to stay mum. What would happen if China started selling off its treasury portfolio?: Just how important have foreign inflows been to the Treasury market? Vietnam: Andrew Dalrymple, investment […]
Malabar Investments on Wharton Business Radio
Sumeet Nagar and Akshay Mansukhani, the co-founders of Malabar Investments, were recent guests on the Behind the Markets show on Wharton Business Radio. You can listen to the full episode here. Malabar Investments is an India-focused investment firm founded in 2008. Their team invests for the long term in a concentrated portfolio of small- to mid-sized […]
Readings For The Week (23/6)
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 […]
Hermes Buys More COSCO Shipping Ports
Hermes Investment Management Ltd (Hermes) recently acquired a notifiable interest in the shares of HK-listed COSCO SHIPPING Ports Limited (COSCO SHIPPING Ports). According to a filing submitted to the Hong Kong Stock Exchange on June 21st, 2018, the firm bought 516,000 shares on the exchange at an average price of HKD 7.0638 on June 20th. […]
Wykeham Adds To Tongda
Wykeham Capital Limited (Wykeham) increased their stake in HK-listed Tongda Hong Tai Holdings Ltd. (Tongda). According to a filing submitted to the Hong Kong Stock Exchange on June 19th, 2018, Wykeham bought 55,000 shares on the exchange at an average price of HKD 1.6527 per share on June 13th. Following the purchase, Wykeham’s stake in the company increased from […]
Readings For The Week (17/6)
This week’s readings / links include Jan Dehn on the road to Korean reunification, an interview with Cheah Cheng Hye, John Wood (founder of Room to Read) on how to raise money and do good in Asia, a conversation with Julian Robertson and Stewart Brand on the Whole Earth Catalog’s legacy over 50 years. On […]
Muddy Waters: TAL Education Short Report
Muddy Waters have published a short report on TAL Education Group (TAL Education), calling it a “real business” with fake financials. They say the company has been fraudulently overstating its profits since at least FY 2016. Muddy Waters believes the fraud pervades the core Peiyou business and is migrating into TAL Education’s online businesses. You can […]
Readings For The Week (10/6)
This week’s readings / links include the Pangolin Asia Fund’s May 2018 newsletter, Urjit Patel on why emerging markets face a dollar double whammy, Megha Rajagopalan on the increasing challenge of foreign correspondence in China, Yves Smith on McKinsey’s and CalPERS’ ignorance and sleight of hand on private equity and an interview with Grant Williams. Pangolin Asia […]
Evermore Comments On Universal Entertainment
The team at Evermore Global Value Fund recently published their commentary for Q1 2018. You can read the full letter here. Evermore Global Advisors, LLC was established in 2009 by David Marcus and Eric LeGoff. The founders previously worked for / with Michael F. Price at Mutual Series. The letter includes some commentary on Universal Entertainment, […]