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 […]

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. […]

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) […]

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 […]

This week’s readings / links include a look at gender imbalance in China and India, thoughts on China’s dual onshore and offshore foreign exchange markets, Elliott Management’s presentation on unlocking value at Hyundai, Japan’s rent-a-family industry and Peter Tasker on Trump’s path to the Nobel Prize. Too many men: China and India battle with the consequences […]

This week’s readings / links include a look at plans to manage the widening discount at First Pacific, the bike-share oversupply problem in China, GMO’s Arjun Divecha on Russia, thoughts on Japan’s ageing population milestone and Facebook’s problem with hate speech in Sri Lanka. Investors press Indonesian conglomerate Salim’s holding company to sell assets: As stock […]

This week’s readings / links include an interview with Jin Liqun from the Asian Infrastructure Investment Bank, Aswath Damodaran on the recent reversal in fortunes for the FANG stocks, the Yale endowment’s 2017 report, an opinion piece from Philip Bowring and a talk by Sal Khan at Google. China’s answer to the World Bank wants green, […]

Symphony International Holdings Limited have recently published their 2017 annual report (also embedded below). They are a publicly listed strategic investment company focused primarily on high-growth sectors – healthcare, hospitality, lifestyle and branded real estate – that stand to benefit from the rising disposable incomes of Asia’s increasing, and increasingly aspirational, population. Decent read for an overview […]

This week’s readings / links include the case of Hong Kong’s missing booksellers, a wide-ranging conversation with Prince Mohammed bin Salman, the latest journal entry from Kerr Neilson, Ben Thompson on the story of Windows’ decline and an interview with Yi Wang of Liulishuo. The case of Hong Kong’s missing booksellers: As Xi Jinping consolidates power, owners […]

Some excellent content this week. Enjoy! Same tiger, different stripes: India’s economic drivers are strong but shifting. Facebook, Big Brother and China: The political and media furore over external use of Facebook data misses the point. The Vietnam War: A lesson in the geopolitics of Southeast Asia. Activist investors say their voices are being heard by Japan Inc: […]