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 […]
Category: Readings
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 […]
Readings For The Week (17/6)
This week’s readings / links include Jan Dehn on the road to Korean reunification, an interview with Cheah Cheng Hye, John Wood (founder of Room to Read) on how to raise money and do good in Asia, a conversation with Julian Robertson and Stewart Brand on the Whole Earth Catalog’s legacy over 50 years. On […]
Readings For The Week (10/6)
This week’s readings / links include the Pangolin Asia Fund’s May 2018 newsletter, Urjit Patel on why emerging markets face a dollar double whammy, Megha Rajagopalan on the increasing challenge of foreign correspondence in China, Yves Smith on McKinsey’s and CalPERS’ ignorance and sleight of hand on private equity and an interview with Grant Williams. Pangolin Asia […]
Mary Meeker’s 2018 Internet Trends
Kleiner Perkins Caufield & Byers partner Mary Meeker recently published her annual global internet trends report. You can find a link to the presentation here but it is also embedded at the bottom of this post for ease of reference. Well worth a read as it contains lots of interesting data and insights. For folks interested in regional trends, […]
Readings For The Week (3/6)
This week’s readings include Ashmore’s outlook for emerging markets, an interview with Anwar Ibrahim, thoughts on China’s new financial sector reforms, notes from the 2018 Sohn Hong Kong conference and George Soros on how to save Europe. A gentle rebuttal to Carmen Reinhart: The Harvard economist thinks emerging markets are more vulnerable today than they […]
Readings For The Week (27/5)
This week’s readings / links include thoughts on Walmart’s India (Flipkart) gambit, notes from the 71st CFA Institute annual conference, results from the latest Duke CFO global business outlook survey, a conversation with MIT professor Yasheng Huang on the future of US-China trade relations and the Q1 2018 letter from Benjamin Koh of Lighthouse Advisors. […]
Graham & Doddsville: Spring 2018 Issue
The latest edition of the Graham & Doddsville newsletter is out. The publication is put together by the students of Columbia Business School (CBS). You can download and read a copy here. The Spring 2018 issue includes interviews with Bruce Greenwald (CBS) & Mark Cooper (First Eagle), Michael Mauboussin (BlueMountain Capital) & Tom Digenan (UBS Asset Management) […]
Readings For The Week (13/5)
An expanded reading list this week. Enjoy! Who dominates the economies of Southeast Asia?: Japan is region’s biggest investor but data show Beijing’s influence is growing fast. The man who changed the world, twice: A profile of Stewart Brand. Is it gloom or boom, Dr. Doom?: Conversation with Marc Faber. Thoughts on ASEAN: Recent talk by […]