This week’s readings/links include a presentation by Gavin Ma of GaveKal Capital on SK Hynix and Geely, some notes from and thoughts on the Alibaba Q3 earnings call, a conversation with Michael Moritz of Sequoia Capital at the Stanford GSB, the transcript of George Yeo’s speech on the US-China Cold Peace as well as Singapore’s […]

This week’s readings/links include an interview with Nathan Tinkler, Professor Mak Yuen Teen on whether SingPost’s lapses are indicative of a deeper malaise in the company, Aberdeen Standard’s Hugh Young on how changing diets in Asia are providing opportunities for investors, Leo Lewis on the spat between Descente and Itochu and Cal Newport on how […]

Bumper reading list this week. Enjoy! The perils of short-termism: Civilisation’s greatest threat. George Soros: Remarks delivered at the World Economic Forum. David Webb’s current disclosed holdings: Also, his thoughts on why stock plunges happen so often in Hong Kong. What is GDP in China?: Analysts are increasingly skeptical that China’s very high reported GDP growth […]

This week’s readings/links include an interview with Khosla Ventures’ Keith Rabois, summary notes from the latest Notz Stucki investment conference, Jim O’Neill on whether the Chinese consumer can be resurrected, a look at Baghdad as it approaches megacity status and Christopher Balding’s financial perspective on belt and road. The way SoftBank invests in startups just […]

Happy new year! This week’s readings/links include Ashmore’s outlook for emerging market equities in 2019, thoughts on the rise and fall of Nissan’s controversial ex-CEO (Carlos Ghosn) by his former speechwriter, Peter Tasker on how the Rugby World Cup later this year creates chances for Japan to win points on and off the playing field, a Bloomberg […]

This week’s readings/links include a conversation with Peter Frankopan on where Central Asia fits into the complex global jigsaw puzzle that forms today’s shifting and evolving world, a wide-ranging interview with Hugh Young of Aberdeen Standard Investments, Bill Janeway on the “three-player game” between government, capital and industry, GMO’s James Montier’s late cycle lament and a […]

This week’s readings/links include David Webb on the Hong Kong property market, rates and taxes, a National Geographic feature on palm oil, Bonitas Research’s short report on Hengan International, some year-end reflections from Andrew Clifford of Platinum Asset Management and a conversation with Uber’s Dara Khosrowshahi. Backchat: David Webb on the Hong Kong property market, rates […]

This week’s readings/links include a conversation with Jeremy Grantham on sustainable investment, the story behind the single biggest threat to the rainforests of Indonesia, Imran Khan on resetting the US-Pakistan relationship, a look at the world’s most efficient languages and an interview with Howard Stevenson, an angel investor and a co-founder of the Baupost Group. […]

This week’s readings/links include a conversation with economist George Magnus on debt, trade and the direction of China’s economy, Andy Xie on China’s belt and road plan, Angela Strange on the future of insurance, Seth Klarman on hard choices and an interview with Cameron Stevens and Joel Frisch of Prodigy Finance. George Magnus: Debt, trade […]

This week’s readings/links include Kiril Sokoloff’s recent conversation with Stanley Druckenmiller, a joint report by Google and Temasek on Southeast Asia’s internet economy, the contest of narratives about China’s reforms, the transcript of a CNBC interview with Standard Chartered CEO Bill Winters and a look at how pirates are killing endangered tigers in the jungles of […]