This week’s readings/links include a conversation with Kerr Neilson, the Orbis team on Allan Gray’s legacy, David Webb on Backchat, Greenwood Investors on the psychology of passive and an interview with Merck Mercuriadis, founder of the Hipgnosis Songs Fund. Kerr Neilson: The relevancy of behavioural finance today, where he is seeing the greatest change around the world, […]

This week’s readings/links include a conversation with Duvvuri Subbarao on how the Indian economy can get back on track, Dan Wang’s 2019 letter, the WSJ on the world’s disappearing cash, R.AGE’s investigative piece on pangolin trafficking and David Gauvey Herbert on the true story of China’s biggest bank heist. When will the elephant dance?: Duvvuri Subbarao, former governor […]

This week’s readings/links include Platinum on the food delivery space, the Long Now Foundation on the age of the entanglement, Andy Beckett on the age of perpetual crisis, Bruce Greenwald on staying on the right side of the trade and an interview with Anwar Ibrahim. Food delivery: Delivering growth, but can they deliver profits? The […]

This week’s readings/links include VinaCapital’s outlook for 2020, an interview with Amir Sufi, a new method for assessing and measuring organizational culture, Mak Yuen Teen on corporate governance issues for minority shareholders at three SGX-listed Singapore companies and Stanley Druckenmiller on his 2020 outlook, monetary policy and the US election. VinaCapital: Looking ahead at 2020. […]

This week’s readings/links include a GPS mystery in Shanghai, Paul Graham on the lesson to unlearn, Ashmore on the missing point in the global growth debate, an interview with Hiro Mizuno, the chief investment officer of Japan’s Government Pension Investment Fund and Platinum’s December 2019 market update. Ghost ships, crop circles, and soft gold: A […]

This week’s readings/links include an interview with Dawn Fitzpatrick of Soros Fund Management, Agustín Carstens on the future of money and the payment system, a look at the impact of climate change and dams on the Mekong River, Deutsche Bank’s predictions for the decade ahead and Jim Grant’s interview with Leigh Goehring and Adam Rozencwajg. Dawn […]

This week’s readings/links include a conversation with Ashvin Chhabra on how you can make sure your portfolio lines up with your actual goals, Barbara Mellers and Ville Satopӓӓ discuss their research on the impact of noise on forecast accuracy, Mak Yuen Teen on the proposal by SGX to scrap the MTP rule, Michael West on Westpac’s invisible […]

This week’s readings/links include an interview with Kristo Käärmann, the co-founder and CEO of TransferWise, the launch and website of Oasis Capital Management’s “A Better Sanken” campaign, a recent presentation on gold by Grant Williams at the 2019 Precious Metals Summit in Zurich, Richard Heydarian on China’s regional backlash and Blue Orca’s short report on Kasen […]

This week’s readings/links include an interview with Rashmi Kwatra of Sixteenth Street Capital, James Crabtree’s conversation with Anwar Ibrahim, Quarz Capital’s open letter to Sabana REIT and ESR Cayman, Ross Glotzbach of Southeastern Asset Management on the power and strength of experience and one thing from Alibaba’s Q2 2019 investor call. Value in Southeast Asian emerging […]

This week’s readings/links include Dechen Palmo on how Tibet’s rivers will determine Asia’s future, an interview with author and historian William Dalrymple, a Reuters investigation into how the relatives and allies of Cambodia’s leaders amassed wealth overseas, the founders of MercadoLibre on taking risks and being resilient and George Soros on the rise of nationalism after the […]