This week’s readings/links include a macro update from Platinum Asset Management, a SumZero manager roundtable discussing rare earth metals in the US-China trade war, a wide-ranging podcast episode with John Hempton, BlackRock and Hargreaves Lansdown on maintaining the edge in an evolving market and Marshall Auerback on why billionaires are so interested in space. Trade […]

This week’s readings/links include a new short report on Anta Sports Products by Muddy Waters Research, the Pangolin Fund’s June 2019 newsletter and recent interviews with Lei Zhang (Hillhouse Capital), Ross Beaty (Equinox Gold) and Mattias Westman (Prosperity Capital Management). Anta Part I – Turds in the punchbowl: New short report(s) from Muddy Waters Research. […]

GIC, one of the three reserves management entities in Singapore, has recently published its 2018 annual report; you can download/read a copy here. The report contains sections on the portfolio distribution, intermediate performance markers, an overview of how the portfolio is managed and a feature article titled “Asia’s growing importance in the global economy and financial […]

This week’s readings/links include Louis Gave on investing for a new Cold War, an update on the situation at Challenger Technologies, Matteo Fagotto on how Uzbekistan is slowly breaking free from the shackles of the past, James Crabtree on how China’s best response to US protectionism is more trade with other global partners and an […]

Notz Stucki’s 2019 investment conference, which took place in June this year, featured in-depth presentations from Anatole Kaletsky (founder & co-chairman of Gavekal), Grace Lu (founder & CIO of LyGH Capital) and Markus Bihler (co-founder of Builders Union Asset Management). James Macpherson from Notz Stucki has written up some of the key insights/takeaways, but I also recommend […]

This week’s readings/links include an interview with David Webb, Bonitas Research’s short report on Bosideng, Ashmore on whether media coverage of emerging markets actually adds value to investors, James Bullard on the US economy and monetary policy and Kristian Lasslett on how a Central Asian business empire dines out on British secrecy. An investor’s vision for […]

This week’s readings/links include Andy Xie on why China must draw the right lessons from Japan’s trade war with the US, Third Point’s presentation on Sony, David Webb on why Carrie Lam must go, Platinum’s June 2019 market update and excerpts from a RealVision video interview with John Hempton. China must draw the right lessons […]

This week’s readings/links include Arvind Subramanian’s working paper on India’s GDP mis-estimation, Marc Faber on the coming pension crisis and its subsequent fallout, Mary Meeker’s internet trends 2019 presentation, Novo Tellus on ISDN Holdings and a conversation with David Abrams. India’s GDP mis-estimation: Likelihood, magnitudes, mechanisms, and implications. Marc Faber: The coming pension crisis and its […]

This week’s readings/links include David Webb on the Trump Dump, an interview with Hiroshi Mikitani (founder and CEO of Rakuten), Goldman Sachs’ Hugh Lawson on how climate change is changing asset management, a conversation with Grant Williams (co-founder of Real Vision) and a look at how Sri Lanka’s arrack coconut spirit went upmarket. The Trump […]

This week’s readings/links include a look at how the Chinese government is using the technologies of SenseTime and Megvii to surveil and profile its own citizens, Tollymore Capital’s write-up on SEA Limited, Arundhati Roy on India’s elections, how incumbent taxi company Blue Bird is responding to competitors Grab and Go-Jek in Indonesia and an IEA […]