A longer than usual reading list this week. Enjoy!
- Why did all the 7-Elevens in Jakarta suddenly disappear?: Competition, regulations and a sluggish economy created a perfect storm that the convenience-store chain could not withstand.
- Interview with Nicholas Cator: Verlinvest Asia’s executive director on why India remains a key geography for his firm.
- In urban China, cash is rapidly becoming obsolete: Paul Mozur writes about how China is systematically and rapidly doing away with paper money and coins.
- A dozen lessons on investing from Ed Thorp: Tren Griffin on what he’s learnt from the famed mathematics professor, hedge fund manager, and blackjack player.
- Vietnam’s drinkers are giving the world’s top brewers beer goggles: A look at the fast-growing beer market in Vietnam.
- What a rogue trader learnt from the financial crisis: An interview with Alexis Stenfors.
- Chinese influence at the Asia Society: Elitism and radicalisation in Hong Kong.
- The unreformed stock picker: Bill Miller is betting on Amazon, Bitcoin and Bob Dylan.
- Esoteric assets: Patrick O’Shaughnessy interviews Rishi Ganti, founder of Orthogon Partners.
- Time to take a punt on Nagacorp?: Lyall Taylor on a company that often shows up in the value screens of Asian investors.