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 […]

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 […]