This week’s readings/links include a conversation with Peter Frankopan on where Central Asia fits into the complex global jigsaw puzzle that forms today’s shifting and evolving world, a wide-ranging interview with Hugh Young of Aberdeen Standard Investments, Bill Janeway on the “three-player game” between government, capital and industry, GMO’s James Montier’s late cycle lament and a […]

This week’s readings/links include David Webb on the Hong Kong property market, rates and taxes, a National Geographic feature on palm oil, Bonitas Research’s short report on Hengan International, some year-end reflections from Andrew Clifford of Platinum Asset Management and a conversation with Uber’s Dara Khosrowshahi. Backchat: David Webb on the Hong Kong property market, rates […]

This week’s readings/links include a conversation with Jeremy Grantham on sustainable investment, the story behind the single biggest threat to the rainforests of Indonesia, Imran Khan on resetting the US-Pakistan relationship, a look at the world’s most efficient languages and an interview with Howard Stevenson, an angel investor and a co-founder of the Baupost Group. […]

This week’s readings/links include a conversation with economist George Magnus on debt, trade and the direction of China’s economy, Andy Xie on China’s belt and road plan, Angela Strange on the future of insurance, Seth Klarman on hard choices and an interview with Cameron Stevens and Joel Frisch of Prodigy Finance. George Magnus: Debt, trade […]