This week’s readings/links include a short report by Bonitas Research on SGX-listed Best World International, James Morton’s reflections on 25 years in the investment industry, Kyle Bass on Hong Kong’s looming financial crisis, professor George Athanassakos on why market signals so far in 2019 back the “sell in May” adage and an interview with Tim […]

This week’s readings/links include a short report on Uxin, Platinum Asset Management on why they see little evidence of a crisis in China, a look at the labour market in India, a conversation with Jim Grant and an interview with Kristo Kaarmann, the co-founder of TransferWise. Uxin Ltd: Short report from J Capital Research. China […]

This week’s readings/links include a recently published report by two NUS professors on the top warning signs of a company in trouble, the Pangolin Fund’s March newsletter, Ted Seides on playing the winner’s game in investing, the NY Times on the revised deal for Malaysia’s ECRL project and a personal finance interview with Paul Tustain, […]

This week’s readings/links include a look at activist funds in Asia, an interview with the author of “In Putin’s Footsteps,” Symphony’s 2018 annual report, Vietnam’s wildlife conservation challenges and some takeaways from the recent Melon Sci-Fi conference in Hong Kong. Activist funds take aim at Asia Inc’s complacent boardrooms: Rising number of Asian companies under pressure […]