This week’s readings/links include the Pangolin Fund’s October 2018 newsletter, Clare Rewcastle Brown on the story behind the 1MDB exposé, an interview with David Li (founder of YY), Mary Manning on the outlook for Asian markets and a Guardian long read on the booming business of background music. October 2018 newsletter: Latest from James Hay […]

This week’s readings/links include a presentation by Susan Athey on the future of currency, Goh Chok Tong on leading Singapore after Lee Kuan Yew, David Webb on freedom and the future of China, a look at how Vietnam is winning the US-China trade war and a conversation with James Crabtree about India’s shifting socioeconomics. The […]

This week’s readings/links include a conversation with Ho Kwon Ping, Nandan Nilekani on the jobs crisis in India, Ashmore on emerging market economic convergence, a look at China’s hidden camps and Matthews Asia on their outlook for Southeast Asia and India. Capitalism, politics and despair: Conversation with Ho Kwon Ping (transcript here). Nandan Nilekani: The […]

Value Partners recently posted the keynote address Cheah Cheng Hye delivered at the Sir John Templeton Investment Roundtable earlier this year. It also includes a transcript of the Q&A session after the speech. Cheng Hye discusses the opportunities and challenges for China over the coming years and some of the implications for investors. Worth a read.  

This week’s readings include Scottish Oriental’s 2018 annual report, David Webb on the Huarong-CMB network (26 stocks not to own), Tony Deden on investment value in an age of boom and busts, an interview with Cheah Cheng Hye and Rod Eddington on Murdoch, airlines, culture and China. Scottish Oriental: 2018 annual report. The Huarong-CMB network: […]

This week’s readings/links include a Bloomberg feature on how China used a tiny chip to infiltrate US companies, a conversation with Jim O’Neill on the evolution of global governance, a photo essay on the aftermath of the civil war in Sri Lanka, a look at Russia’s growing influence in the global nuclear energy industry, and […]

This week’s readings/links include Mahathir Mohamad’s recent interview on BBC HARDtalk, an NPR special on how Australia and New Zealand are ground zero for Chinese influence, a look at whether Vietnam is sliding deeper into authoritarianism, a NYT profile of Real Vision TV and William White on a bad financial moon rising. Mahathir Mohamad: His […]

This week’s readings include a look at how Indian Americans came to run half of all US motels, Bronte Capital’s thoughts on China Biologic Products, an Asia Times profile of the Indiana Jones of Indonesian mining, Andy Xie on the US-China trade war and Richard Conniff on making room for wildlife life in an urbanized […]

This week’s readings include the Matthews Asia team on the five trends helping Asia’s entrepreneurs thrive, an interview with Tim Chen (co-founder of NerdWallet), Lyall Taylor on the Australian housing bust, a conversation with Kerr Neilson and Pronab Sen on the Indian banking sector. Matthews Asia: Five trends helping Asia’s entrepreneurs thrive. NerdWallet wants to […]

This week’s readings include a look at new retail formats in China, the Pangolin Fund’s August newsletter, Arundhati Roy on election season in a dangerous democracy, thoughts on why technology favors tyranny and a podcast interview with John Hempton of Bronte Capital. New retail in China: Notes from the Heyokha team’s visit to Chengdu and […]