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 […]
Category: Readings
Readings For The Week (1/9)
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 2018 Conference Highlights
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 […]
RIT Capital Partners: 1H 2018 Report
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 […]
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 […]