Jim Chanos, the founder and president of Kynikos Associates, spoke with Joe Weisenthal and Scarlet Fu on the opening night of the 2017 Bloomberg Invest Summit. The video of the 30 minute session is included below. He discussed a wide range of topics including US-China relations, his outlook for the Chinese economy, short opportunities in the US healthcare sector […]
Category: Market Updates
Mary Meeker’s 2017 Internet Trends
Kleiner Perkins Caufield & Byers partner Mary Meeker recently published her annual global internet trends report. You can find a link to the presentation here but it is also embedded at the bottom of this post for ease of reference. Well worth a read as it contains lots of interesting data and insights. For folks interested in regional trends, […]
Andrew Foster On Money Life
Andrew Foster, the founder and CIO of Seafarer Capital Partners (Seafarer), was a recent guest on the Money Life podcast. Seafarer is an investment adviser focused on emerging markets. The firm was founded in 2011 and currently offers two funds: Overseas Growth and Income and Overseas Value. Foster was previously at Matthews International Capital Management. […]
Tim Orchard’s Outlook For Asian Markets
Tim Orchard, Fidelity International’s chief investment officer for the Asia Pacific ex-Japan region, spoke briefly with finews.asia last week at a London forum organised by his firm. It wasn’t a particularly detailed conversation, but you can find the highlights here. You can also find the firm’s note on its outlook for Asia Pacific ex-Japan in 2017 here (published in December 2016). Some excerpts […]
Corporate Governance Trends In South Korea
Petra Capital Management (Petra) have published an interesting presentation on opportunities for international investors in Korea and recent corporate governance trends in the country. The document also includes three detailed investment case studies on Samho Development, KyungDong City Gas and GS Home Shopping. You can access and download the presentation directly from their website (link here). Petra is an […]
Symphony’s 1Q17 Shareholder Update
Symphony International Holdings Limited (Symphony) is a closed-end fund that trades on the main market of the London Stock Exchange. According to their website, the fund invests in companies in particular high growth sectors – healthcare, hospitality, lifestyle and branded real estate – that stand to benefit from the rising disposable incomes of Asia’s increasing, and […]
Kyle Bass on China
Kyle Bass recently spoke with Bloomberg’s Erik Schatzker at the Milken Institute Global Conference. He discussed China’s economy and the global risks to financial markets. Bass is the founder and managing partner of Hayman Capital Management, a Dallas-based hedge fund focused on global event-driven opportunities. You can watch the full interview here. Some highlights below (paraphrased): Wealth […]
Portfolio Positioning & Updates
I generally don’t like to write posts like this one for good reason: I am not a professional investor nor a qualified financial advisor. Unfortunately for readers, the “have blog, will write” syndrome now compels me to share my unsolicited opinions. The standard disclaimers still apply. Outlook & Positioning: I am increasingly uncomfortable with the market environment today. The macro picture looks […]
James Hay On BFM
The straight-talking James Hay, manager of the Pangolin Fund, was a recent guest on BFM (an independent radio station in Malaysia). He discussed his outlook for Malaysia, positioning of the fund and the rise of passive investing. You can listen to the full podcast here. Some highlights below: He struck a cautious tone overall. Said that more […]
Marc Faber On India, Emerging Markets
Marc Faber, editor of the “Gloom, Boom & Doom” report, recently shared his outlook on India and other emerging markets in an interview with ET NOW. You can watch the full interview clip here. Below are some highlights / takeaways: Majority of emerging markets have meaningfully underperfomed the US market since 2011. India, even after having “grossly […]