Readings/content links include Asia Partners’ 2023 internet report, Stephen Givens on why activist funds must invest more than money to make an impact in Japan, Arjun Murti asks whether oil equities will go the way of coal equities, WGC’s gold demand trends for 2022, an interview with Jim Grant and Jardine’s sale of its stake in Greatview Aseptic.
- Asia Partners: 2023 internet report.
- Stephen Givens: Activist funds must invest more than money to make impact in Japan.
- Arjun Murti: Will oil (equities) go the way of coal (equities)? Yes (No).
- WGC: Gold demand trends full year 2022.
- Jim Grant: Japan is perhaps the most important risk in the world.
- Greatview Aseptic: Jardine’s proposed disposal of its ~28% stake in the company + potential conflict of interest implications from the deal.