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 […]

David Webb, founder and editor of the Webb-site.com, recently made a presentation at Project Chambers on how Hong Kong’s free markets have eroded in the twenty years since handover and what the city can do to recover its dynamism. The presentation covers a wide range of topics including stamp duty, central planning in land use, […]

This week’s readings include a look at how some Chinese companies are encouraging employee share purchase programs by guaranteeing them against losses, a review of “One Nation Under Gold” by James Grant, a recap of the Anbang story, Peter Tasker on how labour shortages will change Japan and a spotlight on tiger farms in Southeast […]

This week’s readings include thoughts on politics and investing from Aswath Damodaran, the outlook for mobile money in India, how the QR code is facilitating China’s rapid shift towards a cashless society, Peter Tasker on recent troubles at Toshiba and Samsung and an interview with Nick Szabo. A tale of two markets: Aswath Damodaran on politics […]