Final weekly reading list of 2017. Happy new year! Recalling Singapore’s forgotten unions: The long-ruling PAP first rose to power on the back of the working class – a once strong, now politically co-opted constituency. George Soros and the demonization of philanthropy: Conspiracy theories about him obscure the real concerns about how large-scale giving works today. The […]

Michael Mauboussin, the director of research at BlueMountain Capital Management (BlueMountain), has recently published some of his foundational work on how to compare effectively. It’s a pretty interesting read. Here is a brief excerpt from the introduction by Andrew Feldstein, BlueMountain’s chief investment officer: “we are in the business of making comparisons. If we want […]

This week’s readings / links include a look at corporate funding for the Nutrition Society of Malaysia, Raghuram Rajan on central banks’ year of reckoning, thoughts on debt-trap diplomacy, inside China’s vast new experiment in social ranking and a conversation with Charlie Munger. Merry Christmas! In Asia’s fattest country, nutritionists take money from food giants: When […]

This week’s readings / links include David Webb on bitcoin, Benedict Evans on what’s likely to happen in tech over the next decade, a new report on Southeast Asia by Google and Temasek, an interview with Stanley Druckenmiller and a profile of Jim Simons. The world’s first decentralised Ponzi scheme: David Webb on bitcoin. Ten year […]

This week’s readings / links include a look at the nascent organic cosmetics industry in Mongolia, recent trends in the ride-sharing space in Southeast Asia, a conversation with the team at Verdad Capital, an interview with fund manager Neil Woodford and how a proposed law is stoking the worst fears of India’s bank depositors. Mongolian […]

This week’s readings / links include Jim O’Neill on the abnormality of oil, the NYT on how a generation in Japan faces a lonely death, Glenn Solomon on why multi-cloud is the next big thing in technology, Yves Smith on a new paper that confirms a long-standing criticism of private equity and a look at […]

Kevin Martelli, the founder of Martek Partners, has published an interesting presentation on value investing (document embedded below). The first section covers his thoughts on private equity vs. value investing in the context of a career in finance. The second section is a retrospective analysis of multi-bagger stocks (>10x in the last 15 years) through […]

The SCMP has published six extracts from the first-ever memoir of Malaysian entrepreneur Robert Kuok. They are worth a read – Simon Murray, the former chairman of Glencore, once called Kuok the best China watcher in the business. For those interested, you can purchase a copy of the book via MPH Online (link here). For […]

This week’s readings / links include Kerr Neilson on the rise of Asia, a conversation with Chamath Palihapitiya, lessons from successful corporate turnarounds, Michael Dobbs-Higginson on his life of adventure and Lee Jong-Hwa on income inequality in Asia. The rise of Asia: Kerr Neilson’s latest journal entry. Interview with Chamath Palihapitiya: The founder and CEO […]

This week’s readings / links include an update on Oasis Management’s investment in Pasona, a look at the political situation in Cambodia, a conversation with David Swensen, how Bill Browder became an enemy of the Russian state and an interview with Dr. William Rees. Hong Kong-based activist fund ups pressure on Japan’s Pasona: Oasis Management […]