It’s almost the end of Singapore Maritime Week 2017. You can see the full calendar of events here. Below is a compilation of some media highlights / coverage from the week: Andreas Sohmen-Pao: The chairman of the BW Group discusses his outlook for the industry and how his company is positioning itself (CNBC). Roundtable: Business leaders from Singapore’s maritime […]

Standard Chartered Bank have published their 2017 Emerging Affluent Report, an in-depth study into the savings habits of 8,000 emerging affluent consumers across eight markets (China, Hong Kong, India, Kenya, Korea, Pakistan, Singapore and Taiwan). They explore what defines the next generation of savers across some of the world’s most promising economies, as well as the problems they face. […]

This week’s readings include the macro outlook from Platinum’s Andrew Clifford, annual shareholder letters from Jeff Bezos (Amazon) and Wong Fong Fui (Boustead), latest thoughts on the Chinese economy from Michael Pettis and a wide-ranging interview with Arundhati Bhattacharya of the SBI. Macro overview: Platinum’s Andrew Clifford says the global economic and political landscape continues to […]

This week’s readings include letters from the Pangolin and Panah funds, a talk by James Stent on the untold story of China’s banking transformation, a look at the rapidly changing media & entertainment landscape in China and a wide-ranging interview with Mark Zuckerberg. March letter: James Hay discusses his outlook for Malaysia. Other members of his team […]

This week’s readings include the FT’s James Crabtree on how many of the things that Brexiters admire about Singapore are only half-true, a New York Times profile of Dawn Fitzpatrick, an interview with Marc Faber on his outlook for India and other emerging markets as well as a talk by Charles Li on how Hong Kong can […]

Fascinating article in the SCMP this week on the early history and brand evolution of Vitasoy. The soy milk drinks company was founded in 1940 by Dr. Kwee Seong Lo as a way to fight malnutrition among Hong Kong’s fast-growing and largely lactose intolerant immigrant population from Mainland China. According to the article, the business struggled in its first year and […]

This week’s readings include SIHL’s 2016 annual report, Petra Capital’s 4Q 2016 letter to investors, Carrie Lam’s keynote speech at the recently concluded Credit Suisse Asian Investment Conference and an interview with Vanguard’s CEO on the future of investment management. Also, in case you missed it, see my write-up of Cheah Cheng Hye’s recent talk at a Star […]