This week’s readings/links include Kiril Sokoloff’s recent conversation with Stanley Druckenmiller, a joint report by Google and Temasek on Southeast Asia’s internet economy, the contest of narratives about China’s reforms, the transcript of a CNBC interview with Standard Chartered CEO Bill Winters and a look at how pirates are killing endangered tigers in the jungles of […]
Month: November 2018
IVA Increases AsiaSat Stake
International Value Advisers, LLC (IVA) recently increased their stake in HK-listed Asia Satellite Telecommunications Holdings Ltd (AsiaSat). According to a filing submitted to the Hong Kong Stock Exchange on November 16th, 2018, the firm bought 4,640,000 shares on the exchange at an average price of HKD 5.12 per share on November 13th (total consideration was ~US$3m). Following the […]
Readings For The Week (10/11)
This week’s readings/links include the Pangolin Fund’s October 2018 newsletter, Clare Rewcastle Brown on the story behind the 1MDB exposé, an interview with David Li (founder of YY), Mary Manning on the outlook for Asian markets and a Guardian long read on the booming business of background music. October 2018 newsletter: Latest from James Hay […]
Readings For The Week (4/11)
This week’s readings/links include a presentation by Susan Athey on the future of currency, Goh Chok Tong on leading Singapore after Lee Kuan Yew, David Webb on freedom and the future of China, a look at how Vietnam is winning the US-China trade war and a conversation with James Crabtree about India’s shifting socioeconomics. The […]