This week’s readings include James Crabtree on what Asia can learn from Brexit, Dan Rasmussen on the MBA myth and the cult of the CEO, Raghuram Rajan on a better populism, investment ideas from James Morton of Santa Lucia Asset Management and an FT interview with Robert Lloyd George.
- What Asia can learn from Brexit: Three perils to avoid in Britain’s messy EU divorce.
- The MBA myth and the cult of the CEO: Three decades ago, an influential HBS professor made the argument that CEO pay should be tied to stock performance. Was he horribly wrong?
- A better populism: The only policy that left – and right-wing populists can agree on to address economic decline is trade protectionism, which will make the world poorer. A new type of populism that puts more trust in local communities may well have a greater chance of success.
- Looking for stocks with low valuations and possible catalysts in Asia: Interview with James Morton in the “The Wall Street Transcript.”
- Why the gloom over China? I predict a trade deal with the US: Fund chief Robert Lloyd George on working for Soros and why Rees-Mogg is wrong on Europe.