Andy Ho, the CIO of VinaCapital, was a recent guest on the WTFinance podcast, where he discussed his new book “Crossing the Street – How to Make a Success of Investing in Vietnam.” Some notes are below (these are for personal reference only, any mistakes in transcription are my own). Why did he write the […]
Month: June 2021
Readings For The Week (26/6)
Readings/content links include Yen Liow’s conversation with students from Oxford University’s Alpha Fund, Arisaig Partners on navigating ESG in China, a rare interview with Steve Cohen, ZeroHedge on the latest developments in the uranium market and Ashmore on opportunities in local currency assets after the sharp dollar move. Yen Liow: Conversation about investing with students […]
Dr. Andrew West (Australian Fund Monitors)
Short interview with Dr. Andrew West, managing director and founder at Longlead Capital Partners (notes below are for personal reference only, any mistakes in transcription are my own): Some of the structural growth opportunities in Asia that they are looking at – have started to see a bit of underperformance from the big, crowded tech […]
Readings For The Week (12/6)
Readings/content links include a wide-ranging podcast interview with Niall Ferguson, a revisit of the Sergei Magnitsky case, a Q&A with James Sassoon, Marc Rubinstein on the evolution of Paytm and the findings from the shareholder-commissioned report into collusion between Toshiba, the Japanese government and the former investment head of the GPIF to influence board nominations […]
Readings For The Week (6/6)
Readings/content links include a podcast interview with Adam Grant on rethinking your position, lessons of longevity from the oldest continuously operating company in the world, Nicolas Niarchos on the dark side of Congo’s cobalt rush, Peter Tasker on Japan’s Indian connection and Andre Liebenberg of Yellow Cake plc with an update on the uranium sector. […]