Another reflection piece on the lessons learnt from the Asian Financial Crisis, this time from Mohammed El-Erian. He is currently the chief economic adviser at Allianz SE, the parent company of Pimco, where he previously served as CEO and co-CIO. Twenty years ago, however, he was working at the International Monetary Fund in Washington that “would […]

Arisaig Partners recently released their letter for June, which is available for download from their website. Their Asia Consumer Fund is now up 24.8% year to date, broadly in line with the MSCI Asia ex-Japan index, which is up 22.8% over the same period. Some highlights below: The portfolio remains heavily weighted towards India (~47%). […]

Hurun Report recently published “The Chinese Luxury Traveller 2017” in association with ILTM Asia. The report looks at the trends that are set to come to the fore in the Chinese luxury travel market in the next three years. The analysis was based on the responses of 334 high-end travellers with average annual travel consumption of […]

Mark Mobius, the executive chairman of Templeton Emerging Markets Group, recently wrote a short blog post reflecting on some of the lessons learnt from the Asian Financial Crisis. Mobius has spent more than 40 years working in emerging markets all over the world. He joined Franklin Templeton in 1987 as president of the Templeton Emerging Markets […]

This week’s readings include an opinion piece by Robert Shiller, a report on the Southeast Asian palm oil sector, reflections on the 20th anniversary of the Hong Kong handover from Philip Bowring, thoughts on the prospect of a US-China conflict and a look at how Facebook’s growth team got the company to two billion users. […]

In the past two decades, China has gone from being a relatively small investor in Africa to becoming the continent’s largest economic partner. To better understand the breadth and depth of the economic relationship between Africa and China, McKinsey & Co. recently undertook a detailed study that included on-site interviews with more than 100 senior African business […]

A longer than usual reading list this week. Enjoy! Belle shows a less beautiful path for China tycoons: Zhang Lei, the founder of Hillhouse Capital, has to reinvent both the footwear retailer and his fund. Blockchain – the new technology of trust: Goldman Sachs thinks that blockchain has the potential to change the way we […]

Stephen D. King, senior economic adviser at HSBC, recently spoke at the FCC in Hong Kong. He discussed some of the key themes from his latest book, Grave New World: The End of Globalization, The Return of History, including why the globalisation agenda is being rejected and how a return to “autarky” might risk economic and […]

This week’s readings include a look at Uber’s bad week (doomsday scenario or business reset?), thoughts on what the recent MSCI verdict means for China and investors, the implications of Beijing’s new mega airport on China’s airline industry, George Soros on Brexit in reverse and why the Salim Group is going back to banking after […]