This week’s readings/links include an interview with David Webb, Bonitas Research’s short report on Bosideng, Ashmore on whether media coverage of emerging markets actually adds value to investors, James Bullard on the US economy and monetary policy and Kristian Lasslett on how a Central Asian business empire dines out on British secrecy. An investor’s vision for […]

This week’s readings/links include Andy Xie on why China must draw the right lessons from Japan’s trade war with the US, Third Point’s presentation on Sony, David Webb on why Carrie Lam must go, Platinum’s June 2019 market update and excerpts from a RealVision video interview with John Hempton. China must draw the right lessons […]

This week’s readings/links include Arvind Subramanian’s working paper on India’s GDP mis-estimation, Marc Faber on the coming pension crisis and its subsequent fallout, Mary Meeker’s internet trends 2019 presentation, Novo Tellus on ISDN Holdings and a conversation with David Abrams. India’s GDP mis-estimation: Likelihood, magnitudes, mechanisms, and implications. Marc Faber: The coming pension crisis and its […]

This week’s readings/links include David Webb on the Trump Dump, an interview with Hiroshi Mikitani (founder and CEO of Rakuten), Goldman Sachs’ Hugh Lawson on how climate change is changing asset management, a conversation with Grant Williams (co-founder of Real Vision) and a look at how Sri Lanka’s arrack coconut spirit went upmarket. The Trump […]

This week’s readings/links include a look at how the Chinese government is using the technologies of SenseTime and Megvii to surveil and profile its own citizens, Tollymore Capital’s write-up on SEA Limited, Arundhati Roy on India’s elections, how incumbent taxi company Blue Bird is responding to competitors Grab and Go-Jek in Indonesia and an IEA […]