This week’s readings / links include an opinion piece from Hugh Young of Standard Aberdeen, thoughts on economic “reform” in Xi’s China, a look at Dymon Asia’s new hiring initiative, SoftBank’s investment process and an interview with Chamath Palihap­itiya. Also, Kerr Neilson is stepping down as the CEO of the Platinum Group. Asia provides tantalising glimpse […]

The 2017 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. As usual, Desmond Kinch’s letter contains lots of interesting insights and ideas for discussion, so reading it is well worth your time. To see our coverage of last year’s letter, please click here.  […]

This week’s readings / links include Graham Duncan’s framework for the investing game, a short interview with Stephen Diggle, a look at Alibaba’s accounting, more from Dan Rasmussen on private equity and a review of Steven Pinker’s Enlightenment Now. Also, if you haven’t already read it, click here for the latest Buffett letter (published this […]

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 […]