This week’s readings include an English translation of Li Guofei’s essay on Tencent’s strategy, the transcript of a recent interview with Minor International chairman Bill Heinecke, Ashmore’s annual review of the EM fixed income universe, a look at how TripAdvisor changed travel and Bavaria Industries Group’s Gokul Raj on investing in emerging markets.
- A total rethinking of Tencent’s strategy: Jeffrey Ding’s translation of Li Guofei’s essay.
- CNBC transcript: Interview with Minor International chairman Bill Heinecke.
- The EM fixed income universe version 7.0: Annual review of the asset class.
- How TripAdvisor changed travel: The world’s biggest travel site turned the industry upside down but is now struggling to deal with the same kinds of problems that are vexing other tech giants.
- Investing in emerging markets: Conversation with Bavaria Industries Group’s Gokul Raj.