Chris Wood was recently interviewed by Richard Byworth, partner at Syz Capital, on what Trump’s election means for the markets, his outlook for the Chinese economy, potential risks in the private markets and his portfolio positioning in the current environment. Worth a listen – some of my notes are included below (these are for personal […]
Month: December 2024
Readings For The Week (21/12)
Last post of 2024 – it has been a long year, so we are looking forward to some time off exploring Malaysia! Happy holidays to everyone and best wishes for the new year! This week’s links include Russell Napier on the consequences of economic nationalism, reflections from James Hay on the Pangolin Fund turning 20 […]
Jim Mellon (Chat With Traders)
A slightly dated but interesting interview with Jim Mellon, a private investor with a wide range of holdings in private and public companies. He was formerly a co-founder of Regent Pacific Group, an investment firm based in HK, and spent a large part of his career focused on Asia and emerging markets. He discusses some […]
Readings For The Week (8/12)
Happy weekend! First up, some minor housekeeping. A few people have pointed out that the email sign up button on this blog wasn’t working. Apologies, I have now fixed the issue. The blog itself is probably due for an upgrade as it is starting to look quite dated. I hope to do that sometime next […]
Readings For The Week (1/12)
This week’s links include Scottish Oriental’s 2024 annual report, Russell Napier speaks to Lionel Barber about his new book on Masayoshi Son, Esquire on the cult of Haruki Murakami, Brown Advisory’s interview with Vineet Mitera of Ward Ferry, the WSJ on another example of China’s malinvestment problem, Kerrisdale Capital’s short report on advanced nuclear technology […]