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 […]

This week’s readings/links include a conversation with John Hempton on the Australian housing market, Prof. Mak Yuen Teen on board culture, behavior and dynamics, Pratap Bhanu Mehta on the triumph of Narenda Modi’s Hindu nationalism, a look at how greed and corruption blew up South Korea’s nuclear industry and Jimmy Wales on the importance of collaboration between […]

This week’s readings/links include a talk at Google by Ian Chang, the master blender of Taiwan’s Kavalan whisky, a conversation with Kiril Sokoloff, a case study from Vostok New Ventures on their recently exited investment in Avito, Graham & Doddsville’s Spring 2019 newsletter (which includes an interview with John Hempton of Bronte Capital) and a […]

This week’s readings/links include Euromoney’s look back at the Asia Financial Crisis, Deep Throat on our inevitable monetary journey, Indonesia’s latest plan to move its sinking capital, Annie Duke in conversation with Marc Andreessen and Sonal Chokshi and Dr. Mukulika Banerjee on the new Indian election. Asia ’97: The financial crisis that left its mark […]

This week’s readings/links include Nikola Dvornak of Platinum on the appeal of the anti-predictable, a wide-ranging interview with Divya Narendra of SumZero, Andrew Batson of Gavekal on the realities of Belt and Road, Symphony’s Q1 2019 shareholder update and a conversation with Tim Levene of Augmentum on what’s next in fintech. The appeal of the […]

This week’s readings/links include a short report by Bonitas Research on SGX-listed Best World International, James Morton’s reflections on 25 years in the investment industry, Kyle Bass on Hong Kong’s looming financial crisis, professor George Athanassakos on why market signals so far in 2019 back the “sell in May” adage and an interview with Tim […]

This week’s readings/links include a short report on Uxin, Platinum Asset Management on why they see little evidence of a crisis in China, a look at the labour market in India, a conversation with Jim Grant and an interview with Kristo Kaarmann, the co-founder of TransferWise. Uxin Ltd: Short report from J Capital Research. China […]

This week’s readings/links include a recently published report by two NUS professors on the top warning signs of a company in trouble, the Pangolin Fund’s March newsletter, Ted Seides on playing the winner’s game in investing, the NY Times on the revised deal for Malaysia’s ECRL project and a personal finance interview with Paul Tustain, […]