RIT Capital Partners recently published their half-yearly report for 2018. You can read it here. The report provides a general update on their current thoughts and views, insights about existing holdings and changes to the portfolio over the period. The chairman’s statement, written by Lord Rothschild, is also worth a read (pages 2-3 of the […]
Category: Readings
Readings For The Week (25/8)
Bumper reading list this week. Enjoy! Xero: John Hempton explains what the company does and why it has such potential. Investment outlook: James Macpherson of Notz Stucki on the firm’s Q3 outlook. SIHL: Shareholder update for 1H 2018. Australia’s China reset: The rest of the world is watching how [Australia] counters Beijing’s campaign of influence. Trends […]
Interview With Kerr Neilson
Platinum Asset Management have posted the transcript of a recent interview with Kerr Neilson, the firm’s founder, conducted by Mark Draper from GEM Capital. Neilson answered questions about his long-standing career in fund management and what he has learnt along the way. Some highlights below, but the full interview is worth reading (direct quotes are […]
Readings For The Week (18/8)
This week’s readings include Coupland Cardiff’s Rory Dickson on finding investment opportunities in less well-known (Asian) markets, Ashmore on emerging market contagion and how to trade it, Bill Ehrman’s latest market commentary and outlook, David Swensen on how the NYSE is putting its own interest ahead of investors’ and a look at Jakarta, the fastest-sinking […]
Readings For The Week (11/8)
This week’s readings include a discussion about JD.com with Dennis Hong and Michael Lamothe of ShawSpring Partners, Jesse Friedlander on why Chinese demand for offshore property investment will rebound, RVAM’s July 2018 newsletter on trends and opportunities in ASEAN cement, an interview with Cédric Dingens of Notz Stucki and a market update from Platinum’s Andrew Clifford. […]
Readings For The Week (22/7)
This week’s readings include the latest Sinology piece by Andy Rothman (Matthews), an interview with Steve Bannon from the recent Delivering Alpha conference, how a US-backed university in Vietnam unleashed old demons, Andy Xie on why escalating the US trade war is not in China’s interest and thoughts on poverty alleviation from Luis Miranda. Is […]
Readings For The Week (15/7)
This week’s readings include updates from Andrew Clifford (Platinum), the investment team at British Empire Trust and Jan Dehn (Ashmore). Also, James Crabtree on the rise of India’s super-rich and Stan Miranda (Partners Capital) on how technology will affect active investing. Macro overview – June 2018: Latest journal entry from Andrew Clifford. The staggering rise […]
Readings For The Week (8/7)
This week’s readings / links include the Axiom Asia team on Xi thought and what it means for investors, Daniel Bessner on the George Soros philosophy and its fatal flaw, River Valley Asset Management on the opportunity in tobacco stocks, David Webb on the HK housing market and Hugh Peyman discussing his new book (China’s […]
Readings For The Week (30/6)
Lots of interesting content this week, enjoy! Inside the secret world of venture capital: The Stanford Venture Capital Initiative is quietly assembling a massive database from people who prefer to stay mum. What would happen if China started selling off its treasury portfolio?: Just how important have foreign inflows been to the Treasury market? Vietnam: Andrew Dalrymple, investment […]
Readings For The Week (23/6)
Bumper reading list this week. Enjoy! May 2018 newsletter: Investment update from Ellerston Asian Investments. Is your China exposure optimized?: China equities can help capture global growth, yet many investors are underallocated. Ways to think about machine learning: Latest post from Ben Evans of Andreessen Horowitz. Lies, China and Putin: Solving the mystery of Wilbur Ross’ missing […]