This week’s readings / links include a recent speech by Kevin Rudd on understanding China’s rise under Xi Jinping (excellent read), business lessons from Jack Ma, an interview with GMO’s Jeremy Grantham, a look at the last days of Whitney Tilson’s Kase Capital and a conversation with Ed Thorp. Understanding China’s rise under Xi Jinping: […]

This week’s readings / links include a profile of Teresa Barger (Cartica Management), Ben Thompson on Dropbox, thoughts on China’s development trajectory, an update from the Scottish Oriental Smaller Companies Trust and a conversation with Jerry Yang. Where (most) activists fear to tread: Teresa Barger, co-founder of Cartica Management, explains why her firm applies activist investing […]

This week’s readings / links include a look at the accuracy of media reporting on China’s investment activities in Africa, Connie Chan on the narrative of “China vs. the U.S.” as a zero-sum game, Oasis Capital Management’s bet on Japan’s pro gaming scene, a special report on how Hindu nationalists are trying to assert their […]

RIT Capital Partners have published their 2017 annual report. To download it, please click here. Always an interesting read, especially Lord Rothschild’s letter to shareholders. They tend to be fairly conservative investors and have a good track record in terms of protecting capital, so it’s useful to keep an eye on the asset allocation and […]

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 […]