This week’s links/readings include George Magnus on the Chinese labor market and unemployment, Platinum Asset Management’s market outlook for 2019, Askar Nursha on what’s next for Russian-Kazakhstani relations, a look at a new study on the anti-competitive effects of low interest rates and an interview with Link REIT CEO George Hongchoy. George Magnus: China’s unemployment […]

This week’s readings include a look at the shrinking Singapore market, a conversation with PAG’s Weijian Shan about his new book “Out of the Gobi,” Stephen Grenville on Indonesia’s policy options to slow volatile financial flows, George Soros on how Europe is sleepwalking into oblivion and the story of how Coca-Cola came to China 40 […]

The 2018 annual letter for Overseas Asset Management’s Asian Recovery Fund is now out. You can access and download it directly from the firm’s website. We have covered Desmond Kinch’s writings in the past as they typically contain lots of interesting insights; this year is no different, so reading it is well worth your time. A few excerpts below […]

Scottish Oriental Smaller Companies Trust plc (Scottish Oriental) recently published their semi-annual investor update for the period ended December 31, 2018. The report provides an update on changes to the portfolio over the period, insights about existing holdings as well as their outlook and positioning in the current environment. Worth a read. For more on Scottish […]

This week’s readings/links include a presentation by Gavin Ma of GaveKal Capital on SK Hynix and Geely, some notes from and thoughts on the Alibaba Q3 earnings call, a conversation with Michael Moritz of Sequoia Capital at the Stanford GSB, the transcript of George Yeo’s speech on the US-China Cold Peace as well as Singapore’s […]

This week’s readings/links include an interview with Nathan Tinkler, Professor Mak Yuen Teen on whether SingPost’s lapses are indicative of a deeper malaise in the company, Aberdeen Standard’s Hugh Young on how changing diets in Asia are providing opportunities for investors, Leo Lewis on the spat between Descente and Itochu and Cal Newport on how […]

Bumper reading list this week. Enjoy! The perils of short-termism: Civilisation’s greatest threat. George Soros: Remarks delivered at the World Economic Forum. David Webb’s current disclosed holdings: Also, his thoughts on why stock plunges happen so often in Hong Kong. What is GDP in China?: Analysts are increasingly skeptical that China’s very high reported GDP growth […]

This week’s readings/links include an interview with Khosla Ventures’ Keith Rabois, summary notes from the latest Notz Stucki investment conference, Jim O’Neill on whether the Chinese consumer can be resurrected, a look at Baghdad as it approaches megacity status and Christopher Balding’s financial perspective on belt and road. The way SoftBank invests in startups just […]

Happy new year! This week’s readings/links include Ashmore’s outlook for emerging market equities in 2019, thoughts on the rise and fall of Nissan’s controversial ex-CEO (Carlos Ghosn) by his former speechwriter, Peter Tasker on how the Rugby World Cup later this year creates chances for Japan to win points on and off the playing field, a Bloomberg […]

This week’s readings/links include a conversation with Peter Frankopan on where Central Asia fits into the complex global jigsaw puzzle that forms today’s shifting and evolving world, a wide-ranging interview with Hugh Young of Aberdeen Standard Investments, Bill Janeway on the “three-player game” between government, capital and industry, GMO’s James Montier’s late cycle lament and a […]