This week’s readings include updates from Andrew Clifford (Platinum), the investment team at British Empire Trust and Jan Dehn (Ashmore). Also, James Crabtree on the rise of India’s super-rich and Stan Miranda (Partners Capital) on how technology will affect active investing.

• Macro overview – June 2018: Latest journal entry from Andrew Clifford.
• The staggering rise of India’s super-rich: India’s new billionaires have accumulated more money, more quickly, than plutocrats in almost any country in history.
• How will technology affect active investing?: Research piece from Partners Capital.
• Manager’s comment – June: Latest report from the British Empire Trust. Includes commentary on Tokyo Broadcasting System, Pershing Square Holdings and Swire Pacific.
• Europe’s choice: Why it is in Europe’s interest to begin to diversify economic relations away from the US and towards China (and other EM countries).