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 […]

This week’s readings/links include David Webb’s presentation on facilitating shareholder activism in Asia, the New Yorker on how TikTok holds our attention, Platinum’s latest macro overview and market outlook, an interview with Hussain Elius (the CEO and co-founder of Pathao) and Gordo Byrn’s notes from attending the two-day program at Nassim Taleb’s Real World Risk […]

Bumper reading list this week. Enjoy! Asia’s live-streaming industry promises intimacy. So why are users so lonely?: Internet celebrities stream themselves singing, talking, eating, and sleeping – for money. Meet the stars & their fans. Corporate governance case studies: Edited by professor Mak Yuen Teen. The unwinnable trade war: Everyone loses in the US-Chinese clash – but […]

This week’s readings/links include an interview with John Jay, president of global creative for Fast Retailing, a roundtable discussion on impact investing, a Reuters exclusive on how the Nasdaq is tightening restrictions and slowing down the approval process of IPOs from small Chinese companies, the full RealVision interview with John Hempton (filmed back in April this year) […]

This week’s readings/links include a WSJ op-ed piece by George Soros, an interview with Kunal Bahl and Rohit Bansal of Snapdeal, George Magnus on the decade ahead for China, a Q&A with Louis-Vincent Gave on the Saudi oil attacks and a Guardian long read on how Turkish television is taking over the world. Will Trump […]

This week’s readings/links include Graham Duncan’s letter to a friend who may start a new investment platform, interviews with Alibaba CEO Daniel Zhang and PIMCO’s Nelson Yuan, a talk by inventor John Taylor (the founder of Strix) and the Pangolin Fund’s August 2019 newsletter. Letter to a friend who may start a new investment platform: […]

This week’s readings/links include Ashmore’s Jan Dehn with three stories from around the world, a Reuters exclusive on how a forgery crisis is quietly roiling the world’s gold industry, a conversation with Robert Shiller on markets and the madness of crowds, the Ruffer Review 2019, and Ben Rhodes on what happened to Aung San Suu […]

This week’s readings/links include Russell Clark of Horseman Capital on thinking about government bonds as long term currency futures, the latest investor update from the Scottish Oriental Smaller Companies Trust, Platinum Asset Management on the growing divergence between value and growth stocks, John Hempton’s series of posts on bank margins and KKR on the sizeable […]