Kleiner Perkins Caufield & Byers partner Mary Meeker recently published her annual global internet trends report. You can find a link to the presentation here but it is also embedded at the bottom of this post for ease of reference. Well worth a read as it contains lots of interesting data and insights. For folks interested in regional trends, […]
Month: June 2018
Marc Faber On Nothing Exempt
Marc Faber, the editor of the “Gloom, Boom & Doom” report, was a recent guest on the Nothing Exempt podcast. You can listen to the full interview here. I have included some highlights from the conversation below (mostly paraphrased, any mistakes are my own): On the US-China trade negotiations: the whole discussion has become distorted […]
Readings For The Week (3/6)
This week’s readings include Ashmore’s outlook for emerging markets, an interview with Anwar Ibrahim, thoughts on China’s new financial sector reforms, notes from the 2018 Sohn Hong Kong conference and George Soros on how to save Europe. A gentle rebuttal to Carmen Reinhart: The Harvard economist thinks emerging markets are more vulnerable today than they […]