This week’s readings include a conversation with Japanese economist Eisuke Sakakibara, thoughts on what the MSCI inclusion of China A-shares means for investors, Stephen Roach on the lessons policymakers should learn from Japan’s experience since the early 1990s, an interview with Bob Rodriguez (formerly of FPA) and a look at the history of Air India.
- Japan’s Mr. Yen on lessons from the Asian financial crisis: Eisuke Sakakibara recalls his views of the missteps that devastated economies in the region 20 years ago.
- Q&A: MSCI includes China A-shares: Matthews Asia’s China Team discuss what investors should know about this recent development.
- Another lesson from Japan: Stephen Roach writes that we ignore history at great peril.
- Interview with Bob Rodriguez: The former managing partner of FPA says we are witnessing the development of a perfect storm.
- Air India was once the company that inspired Singapore Airlines and Cathay Pacific: Anvar Alikhan on the fascinating history of India’s national carrier.