Readings/content links include an interview with Indus Capital’s Howard Smith, an S&P Global report on the future of copper, the WSJ on Russia’s goal in attacking the Zaporizhzhia nuclear power plant, a conversation with Go-Jek cofounder Kevin Aluwi and Bireme Capital’s update on Tencent Music Entertainment.
- Capital Allocators podcast: Japanese equities at Indus Capital (w/ Howard Smith).
- S&P Global: The future of copper.
- WSJ: Russia’s goal in attack on nuclear plant.
- Indo Tekno podcast: Wide-ranging interview with Kevin Aluwi.
- Bireme Capital: Why we sold Tencent Music Entertainment.