This week’s readings / links include a conversation with Seth Masters (formerly with Alliance Bernstein), the 4Q 2017 newsletter from Benjamin Koh (Lighthouse Advisors), the latest piece from James Montier (GMO), an interview with Kishore Mahbubani and Hubert Horan on whether Uber can ever deliver. Investment polymath: A conversation with Seth Masters, formerly with Alliance […]

Some excellent content this week. Enjoy! How Djibouti became China’s gateway to Africa: One of Africa’s smallest countries has become China’s “strategic partner.” Conversation with Håkan Samuelsson: On the transformation of Volvo Cars under Chinese ownership (Geely). Exit interview: Mark Mobius on 30 years of emerging markets. How Grab is giving Uber a run for […]

This week’s readings / links include the Q4 2017 report from Platinum Asset Management, a look at “gray rhinos” in China, a book recommendation from Bill Gates, an interview with Ed Thorp and Bilahari Kausikan on why Trump’s global retreat is an illusion. Platinum Q4 2017 report: Includes commentaries from the International, Asia and Japan Fund […]

The Longleaf Partners International Fund recently published their 4Q shareholder letter, which you can download and read here. The letter includes commentary on a number of the Asian companies in their portfolio, including Melco International, CK Asset and Yum China. Some highlights on Yum China below (a direct excerpt from their letter): Yum China: “…the […]

This week’s readings / links include a review of the bear case for Chinese markets, a conversation with Kosmo Kalliarekos of Baring Private Equity Asia, a look at the centuries-old struggle against the caste system in India, Angus Deaton on why the U.S. can no longer hide from its deep poverty problem and the latest memo […]

George Soros addressed a small audience in Davos last week, where he discussed (among other things) the rise of nationalism and the emergence of large, monopolistic technology platforms such as Facebook and Google that are becoming “obstacles to innovation.” His full speech transcript is embedded below, via Alex Jungwirth of Apollo PR. Well worth a […]

This week’s readings / links include Michael Pettis on why China likely won’t buy fewer U.S. treasury bonds, a look at the rise of internet censorship in Southeast Asia, thoughts on competition in the digital age, an interview with Walter Isaacson about his biography of Leonardo da Vinci and a profile of the Amanyangyun. Why […]

This week’s readings / links include a look at China’s war on poverty, an interview with Richard Liu (founder of JD.com), a profile of Mark Mobius, why Chinese workers are abandoning Silicon Valley for riches back home and short interviews with David Webb and Wang Lihong (Bain Capital). China’s war on poverty could hurt the […]

Bumper reading list this week. Enjoy! The $100 billion venture capital bomb: Softbank’s Masayoshi Son bets the Vision Fund — the biggest VC pool in history — on automation. The war for China’s wallet: Shaun Rein’s presentation at the FCC, Hong Kong. Deradicalisation schools: The Al-Hidayah Islamic Boarding School seeks to break the cycle of generational […]