Bumper edition of readings this week. Enjoy!
- Indonesia’s fearless finance minister is ready for her next fight: Bloomberg Markets special on how Sri Mulyani Indrawati wants to recharge Southeast Asia’s largest economy.
- A short guide to short selling: Scott Fearon, author of Dead Companies Walking, on the insights gained from identifying stocks that are likely to decline.
- Hugh Young on Samsung: The managing director of Aberdeen Asset Management Asia on why his firm is backing Samsung through its “perpetual crisis.”
- Interview with GMO’s James Montier: Investors should be patient and hold a lot of cash in their portfolios in order to be able to buy when markets are correcting.
- Taizo Son seeks risk-taking spirit in Singapore: The brother of Masayoshi Son is setting up a business incubator in Singapore to offset the “salaryman” culture of Japan.
- Robots “suck” at value investing: Findings from recent research published by the CFA Institute.
- Unorthodox data sources: Mutual funds in Asia are increasingly seeking alternative types of information in order to beat their benchmarks.
- Vietnam bank to sell majority stake to foreign owner: Saigon Commercial Bank is in preliminary talks to sell a controlling stake to a sole foreign investor.
- Hong Kong has a monumental waste problem: BBC Future special on how Hong Kong’s public services are straining to keep a lid on its rubbish.
- Harvard China Forum: Robert Delaney of the SCMP reports that the theme of this year’s conference (“Sharing the Road Ahead”) differs notably from those of years past.
- PanaHome update: Panasonic has raised its offer to buyout subsidiary PanaHome Corp. This comes after an activist campaign led by Oasis Capital (more background here).
- Larry Fink: Conversation with the chairman of Blackrock at the Economic Club of Washington. Fink was also recently interviewed by Bloomberg Markets (link here).
- Jack Ma sees decades of pain as internet disrupts economy: Excerpts from a recent speech. Mandarin readers can find the full transcript here.
- Hedge funds prize open Japan: Is corporate governance in the country improving?
- Singapore Maritime Week 2017: My post from earlier this week contains links to some media highlights and coverage from the event.