This week’s readings include a look at how Indian Americans came to run half of all US motels, Bronte Capital’s thoughts on China Biologic Products, an Asia Times profile of the Indiana Jones of Indonesian mining, Andy Xie on the US-China trade war and Richard Conniff on making room for wildlife life in an urbanized […]
Month: September 2018
Readings For The Week (23/9)
This week’s readings include the Matthews Asia team on the five trends helping Asia’s entrepreneurs thrive, an interview with Tim Chen (co-founder of NerdWallet), Lyall Taylor on the Australian housing bust, a conversation with Kerr Neilson and Pronab Sen on the Indian banking sector. Matthews Asia: Five trends helping Asia’s entrepreneurs thrive. NerdWallet wants to […]
Readings For The Week (15/9)
This week’s readings include a look at new retail formats in China, the Pangolin Fund’s August newsletter, Arundhati Roy on election season in a dangerous democracy, thoughts on why technology favors tyranny and a podcast interview with John Hempton of Bronte Capital. New retail in China: Notes from the Heyokha team’s visit to Chengdu and […]
Readings For The Week (8/9)
This week’s readings include Philip Bowring on rethinking belt-and-road debt, Jeremy Grantham on the race of our lives, a conversation with Timothy Geithner ten years after the failure of Lehman Brothers, Oliver Bullough on the story of how the City of London invented offshore banking and an update on the Australian property market. Rethinking belt-and-road […]
NTAsian Adds To Stake In Goldpac Group
NTAsian Discovery Master Fund (NTAsian) recently added to their stake in HK-listed Goldpac Group Ltd. (Goldpac Group). Based on a filing submitted to the Hong Kong Stock Exchange on September 5th, 2018, the firm bought 1,855,000 shares on the exchange at an average price of HKD 1.93 per share on September 4th (the total consideration was […]
Readings For The Week (1/9)
This week’s readings include an English translation of Li Guofei’s essay on Tencent’s strategy, the transcript of a recent interview with Minor International chairman Bill Heinecke, Ashmore’s annual review of the EM fixed income universe, a look at how TripAdvisor changed travel and Bavaria Industries Group’s Gokul Raj on investing in emerging markets. A total […]