This week’s readings/links include a look at activist funds in Asia, an interview with the author of “In Putin’s Footsteps,” Symphony’s 2018 annual report, Vietnam’s wildlife conservation challenges and some takeaways from the recent Melon Sci-Fi conference in Hong Kong. Activist funds take aim at Asia Inc’s complacent boardrooms: Rising number of Asian companies under pressure […]

This week’s readings/links include a profile of chocolatiers in Southeast Asia, Jed Emerson on doubling down on impact investing, Philip Bowring on the ancient empires of Southeast Asia and how maritime trade helped shape a region long before the colonial era, the Pangolin Fund on the exit offer for Challenger Tech and Philip Marcovici on finding […]

This week’s readings/links include Philip Pan on the Chinese playbook, David Webb on the Kingdee bubble, Leo Lewis on opportunities for activist investors in Japan, an interview with Rajat Gupta on rebuilding his life nearly seven years after his insider trading conviction and how Egyptology can help us future-proof our culture. China rules: They didn’t like […]

This week’s readings/links include a Tim Ferriss conversation with Graham Duncan of East Rock Capital, GMO’s latest white paper on total factor productivity growth, a fireside chat series with James Simons, ACGA’s 2018 Asia-Pacific corporate governance report (in collaboration with CLSA) and how the US is making Southeast Asia’s drug war worse. Talent is the […]

This week’s readings/links include a conversation with Sir Ronald Cohen on impact investing, a survey of consumer perceptions of plant-based and clean meat, James Hay on palm oil, a National Geographic feature on the search for life beyond Earth, and George Magnus on the sober message from China’s National People’s Congress. Impact investing: Conversation with Sir […]

This week’s readings include James Crabtree on what Asia can learn from Brexit, Dan Rasmussen on the MBA myth and the cult of the CEO, Raghuram Rajan on a better populism, investment ideas from James Morton of Santa Lucia Asset Management and an FT interview with Robert Lloyd George. What Asia can learn from Brexit: Three […]

This week’s links/readings include George Magnus on the Chinese labor market and unemployment, Platinum Asset Management’s market outlook for 2019, Askar Nursha on what’s next for Russian-Kazakhstani relations, a look at a new study on the anti-competitive effects of low interest rates and an interview with Link REIT CEO George Hongchoy. George Magnus: China’s unemployment […]

This week’s readings include a look at the shrinking Singapore market, a conversation with PAG’s Weijian Shan about his new book “Out of the Gobi,” Stephen Grenville on Indonesia’s policy options to slow volatile financial flows, George Soros on how Europe is sleepwalking into oblivion and the story of how Coca-Cola came to China 40 […]

The 2018 annual letter for Overseas Asset Management’s Asian Recovery Fund is now out. You can access and download it directly from the firm’s website. We have covered Desmond Kinch’s writings in the past as they typically contain lots of interesting insights; this year is no different, so reading it is well worth your time. A few excerpts below […]

Scottish Oriental Smaller Companies Trust plc (Scottish Oriental) recently published their semi-annual investor update for the period ended December 31, 2018. The report provides an update on changes to the portfolio over the period, insights about existing holdings as well as their outlook and positioning in the current environment. Worth a read. For more on Scottish […]