Readings/content links include an American journalist’s TSMC visit, John Hempton on AT1 bonds, a conversation with Hugh Dyus from the Navis Jockey Fund, Greg Miller on how the push to decarbonize shipping slowed tanker building to a trickle and IC’s interview with Joel Greenblatt. Wired: I saw the face of god in a semiconductor factory. […]

Readings/content links include Jokowi’s call to abandon foreign payment networks like MasterCard and Visa, Hosking Partners’ capital cycle analysis of the copper industry, Platinum Asset Management on energy transition opportunities, CNA’s interview with James Morton and Partners Capital & SMU on the Asia opportunity set. Asia News Network: Jokowi wants local governments to ditch Visa, […]

Readings/content links include the 2023 Ruffer Review, Weijian Shan on his book Money Machine, G&R’s latest natural resource market commentary, Sarah Garner on her journey from fashion buyer to founding Retykle and a conversation with Pico Iyer on his latest book The Half Known Life. Ruffer LLP: The Ruffer Review 2023. FCC Hong Kong: A […]

Readings/content links include Chris Wright’s new book on how Macquarie became a global giant, RIT Capital Partners’ 2002 annual report, Lee Robinson on Venezuelan sovereign debt, Kerr Neilson’s thoughts on Platinum Asset Management and Merryn Somerset Webb on the top takeaways from 300 years of financial advice. Euromoney: How Macquarie took on the world. Chris […]