This week’s readings/links include the WWF’s report on the Mekong’s forgotten fishes, the 2024 Ruffer Review, a wide-ranging conversation with Frontline’s Lars Barstad, Hosking Partners on the opportunity in Japan, McKinsey Digital’s interview with the co-founder of Arta Finance and Meditation Capital’s Q4 2023 letter.
- WWF: The Mekong’s forgotten fishes.
- Ruffer LLP: Ruffer Review 2024.
- Christopher Vonheim: Interview with Frontline’s Lars Barstad.
- Hosking Partners: The opportunity in Japan.
- McKinsey Digital: Targeting an untapped fintech market worth trillions.
- Meditation Capital: Q4 2023 letter (write up on Kaspi.kz).