This week’s readings/links include a conversation with Ho Kwon Ping, Nandan Nilekani on the jobs crisis in India, Ashmore on emerging market economic convergence, a look at China’s hidden camps and Matthews Asia on their outlook for Southeast Asia and India. Capitalism, politics and despair: Conversation with Ho Kwon Ping (transcript here). Nandan Nilekani: The […]

Value Partners recently posted the keynote address Cheah Cheng Hye delivered at the Sir John Templeton Investment Roundtable earlier this year. It also includes a transcript of the Q&A session after the speech. Cheng Hye discusses the opportunities and challenges for China over the coming years and some of the implications for investors. Worth a read.  

This week’s readings include Scottish Oriental’s 2018 annual report, David Webb on the Huarong-CMB network (26 stocks not to own), Tony Deden on investment value in an age of boom and busts, an interview with Cheah Cheng Hye and Rod Eddington on Murdoch, airlines, culture and China. Scottish Oriental: 2018 annual report. The Huarong-CMB network: […]

This week’s readings/links include a Bloomberg feature on how China used a tiny chip to infiltrate US companies, a conversation with Jim O’Neill on the evolution of global governance, a photo essay on the aftermath of the civil war in Sri Lanka, a look at Russia’s growing influence in the global nuclear energy industry, and […]

This week’s readings/links include Mahathir Mohamad’s recent interview on BBC HARDtalk, an NPR special on how Australia and New Zealand are ground zero for Chinese influence, a look at whether Vietnam is sliding deeper into authoritarianism, a NYT profile of Real Vision TV and William White on a bad financial moon rising. Mahathir Mohamad: His […]