This week’s links include the FT on Jardine Matheson charting a new course, a rare interview with Ashmore’s Mark Coombs, the Webb-site on Trump’s tariff own goal, Jim Mellon in conversation with Wilfred Frost, Ascender Capital’s webinar on opportunities in the Japanese software sector and Burford Capital’s 2025 investor day.

• FT: Jardine Matheson, giant of Hong Kong commerce, charts new course as investor. More in their recent 2024 preliminary results announcement.
• Moneycontrol: Conversation with Mark Coombs of Ashmore Group (transcript here).
• Webb-site: Trump’s tariff own goal.
• Master Investor: Jim Mellon in conversation with Wilfred Frost.
• Ascender Capital: Current activist opportunities in the Japanese software sector.
• Burford Capital: Investor day 2025.