This week’s readings/links include Cheah Cheng Hye on China’s $70bn opportunity, Marc Faber on why he expects financial turmoil ahead, a conversation with James Hay of the Pangolin Fund, Adele Ferguson on her work exposing misconduct and fraud in the Australian banking and financial services sectors and Linda Lim on race in Singapore. China’s $70 […]
Month: August 2019
Readings For The Week (10/8)
This week’s readings/links include Timothy Winegard on how mosquitoes helped shape the course of human history, Goehring & Rozencwajg’s Q2 2019 market commentary, Greenhaven Road Capital’s Nintendo thesis, Leanna Orr on how the Yale Model ate endowments and everything else and an interview with Jim Rogers. How mosquitoes helped shape the course of human history: Timothy […]
Readings For The Week (3/8)
This week’s readings/links include Andy Xie on the similarities and differences between Hong Kong and Singapore, a presentation on the Southeast Asia opportunity by Florian Weidinger of Hansabay, a podcast interview with Leigh Goehring, James Crabtree on why Chennai’s drought has tough lessons for Asia’s economies and a look at why Southeast Asia has become […]