This week’s readings/links include a profile of chocolatiers in Southeast Asia, Jed Emerson on doubling down on impact investing, Philip Bowring on the ancient empires of Southeast Asia and how maritime trade helped shape a region long before the colonial era, the Pangolin Fund on the exit offer for Challenger Tech and Philip Marcovici on finding […]

This week’s readings/links include Philip Pan on the Chinese playbook, David Webb on the Kingdee bubble, Leo Lewis on opportunities for activist investors in Japan, an interview with Rajat Gupta on rebuilding his life nearly seven years after his insider trading conviction and how Egyptology can help us future-proof our culture. China rules: They didn’t like […]

This week’s readings/links include a Tim Ferriss conversation with Graham Duncan of East Rock Capital, GMO’s latest white paper on total factor productivity growth, a fireside chat series with James Simons, ACGA’s 2018 Asia-Pacific corporate governance report (in collaboration with CLSA) and how the US is making Southeast Asia’s drug war worse. Talent is the […]

This week’s readings/links include a conversation with Sir Ronald Cohen on impact investing, a survey of consumer perceptions of plant-based and clean meat, James Hay on palm oil, a National Geographic feature on the search for life beyond Earth, and George Magnus on the sober message from China’s National People’s Congress. Impact investing: Conversation with Sir […]

This week’s readings include James Crabtree on what Asia can learn from Brexit, Dan Rasmussen on the MBA myth and the cult of the CEO, Raghuram Rajan on a better populism, investment ideas from James Morton of Santa Lucia Asset Management and an FT interview with Robert Lloyd George. What Asia can learn from Brexit: Three […]