This week’s readings include Byron Wien on China’s critical role in technology and geopolitics, Aswath Damodaran’s latest thoughts on bitcoin, First State Stewart Asia’s update on Indian equities, Kevin Kelly on what Mongolian nomads teach us about the digital future and notes from the recent Capitalize For Kids Conference 2017. China’s critical role in technology […]

To mark the recently passed 30th anniversary of the stock market crash of 1987 (“Black Monday”), Bloomberg Markets asked players throughout the marketplace to reflect on the day and its lasting impact. Some of the people who shared their memories were the winners “who seized the moment as an opportunity not only to make money, […]

This week’s readings include why climate change puts the poorest most at risk (FT), a look at the passports-for-cash business (Economist), thoughts on the West’s errant conception of China (Global Times), how strongmen co-opted democracy (Kishore Mahbubani) and the ties that bind Aung San Suu Kyi’s hands (Asia Times). Why climate change puts the poorest […]

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 Fall 2017 issue includes interviews with Howard Marks (Oaktree Capital), Paul Sonkin & Paul Johnson (the co-authors of a book called “Pitch […]

This week’s readings include a BCG report on the Chinese internet, thoughts on why indices lead investors astray, how Japan is counting on shareholder activism to improve its economy, the latest opinion piece from Andy Xie and a new report on Asia from KKR. Decoding the Chinese internet: BCG, together with Alibaba and Baidu, explore how […]

Activist Insight have recently published a report called “Activist Investing in Asia” in collaboration with their sponsors, Computershare and Misaki Capital. It provides an overview of recent activism trends across Asia, including the role of governments, domestic players as well as some data on the success rate of activists. You can download the report for […]

This week’s readings include the August newsletter from the Komodo Fund, a conversation with Grant Williams of Real Vision TV, a look at how private equity in Asia is changing, why a China-owned port in Sri Lanka could alter global trade routes and a review of a new exhibition of Southeast Asian artists at the […]

A bumper edition of readings and videos this week. Enjoy! “Without the prison, the beatings, what would I be?”: The Guardian interviews Ai Weiwei, the Chinese contemporary artist and activist. The college lecture is dying: First of a four-part series exploring the tech-driven future of higher education in America. The case for stock buybacks: Professor […]

River Valley Asset Management (RVAM) have published their September 2017 newsletter, which is available here. RVAM is a Singapore-based boutique asset management firm (their flagship fund is the River Valley Core Compounding Fund, launched in 2014). The firm was founded by Homiyar Vasania, who was previously part of Morgan Stanley’s emerging markets investment team. In […]