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 […]

This week’s readings include Philip Bowring on rethinking belt-and-road debt, Jeremy Grantham on the race of our lives, a conversation with Timothy Geithner ten years after the failure of Lehman Brothers, Oliver Bullough on the story of how the City of London invented offshore banking and an update on the Australian property market. Rethinking belt-and-road […]

This week’s readings include an English translation of Li Guofei’s essay on Tencent’s strategy, the transcript of a recent interview with Minor International chairman Bill Heinecke, Ashmore’s annual review of the EM fixed income universe, a look at how TripAdvisor changed travel and Bavaria Industries Group’s Gokul Raj on investing in emerging markets. A total […]

Notz Stucki’s 2018 investment conference, which took place in June this year, featured in-depth presentations from Arthur Kroeber (Gavekal Dragonomics), Kerr Neilson (Platinum Asset Management) and Polytech Ecosystem Ventures. James Macpherson from Notz Stucki has written up some of the key insights/takeaways, but I also recommend browsing through the speaker presentations, which his firm has […]