This week’s readings include Cederberg Capital’s presentation on the China investment opportunity, the Rothschild Investment Trust’s 2016 annual report, Symphony International’s 4Q 2016 update and GGV’s Glenn Solomon on the Snap IPO. Also, a (shameless) plug for my recent write up on Emtek, which a number of readers have already sent me feedback / comments on. Why China […]

This week’s readings include a transcript of Warren Buffett’s recent Q&A with students from Peking University, Jesse Friedlander’s thoughts on how Hong Kong can become a technology leader, a look at YouTube’s new TV subscription service and VinaCapital’s outlook for Vietnam in 2017. Q&A with Peking University students: Jeffrey Towson recently led a group of students to […]

This week’s readings include the 4Q 2016 updates from Lighthouse Advisors and the Amala Emerging Asia Fund, Warren Buffett’s annual letter to Berkshire shareholders and a look at the increasing global impact of Chinese consumers by Jeffrey Towson at Peking University. Lighthouse Advisors: Benjamin Koh’s 4Q 2016 update to investors. Includes detailed market commentary and how investors […]

This week’s readings include an Economist article on the Asian “model” of migration, the 2016 full year review from Lumiere Capital, a short interview with James Hay of the Pangolin fund and an approach to valuing Snap ahead of its IPO. Waiting to make their move: Asia’s looming labour shortage. Arisaig Partners: Fund updates for January 2017. Includes commentary on a […]

Lots of really great content this week, so this is a bumper edition. Highlights include investor updates from the Panah and Pangolin funds, a whirlwind tour through trends in China, an interview with Ed Thorp and a WSJ profile of Yayoi Kusama. Letter to investors Q4 2016: Andrew Limond of the Panah Fund discusses capital allocators (vs. capital […]

This week’s readings include Seafarer Overseas Value Fund’s 4Q 2016 portfolio review, Ashmore’s Jan Dehn on why America’s strong dollar policy has outlived its purpose and Yuen Yuen Ang on how China’s development story can be an alternative to the Western model. Portfolio review, fourth quarter 2016: Seafarer’s Paul Espinosa discusses recent changes to the portfolio and shares his outlook […]

This week’s readings include a detailed investor update from Scottish Oriental, an interview with Kyle Bass of Hayman Capital Management and a wide-ranging conversation with Warren Buffett and Bill Gates at Columbia University. Investor note: Scottish Oriental’s semi-annual letter. Update on current thoughts and views, insights about existing holdings and changes to the portfolio. Short China, Long Russia a […]

This week’s readings include the fourth quarter report from Claire Barnes of the Apollo Asia Fund, thoughts on global cyber warfare from Glenn Solomon of GGV Capital and highlights from Michael McGaughy’s recent investment trip to Taiwan. Company management and the unforeseen: Claire Barnes on the fund’s results for 2016. Includes updates on Phua Nuan Jewelry, Vard Holdings, […]

This week’s readings include Shirley Lin’s recent presentation at the Asia Society, a review by Tony Abbott of Michael Auslin’s new book and the December diary from Arisaig Partners. Taiwan’s China dilemma: Professor Syaru Shirley Lin looks at how the evolution of Taiwanese identity explains its economic policy oscillations toward mainland China. Clash of the titans: Former Australian Prime […]

This week’s readings include Glenn Solomon’s book recommendations and list of predictions for 2017, John Hempton’s thoughts on when to average down and Michael Pettis on the range of plausible economic outcomes available to China. 2017 predictions: Glenn Solomon (GGV) puts forward his predictions for the new year and reviews how his 2016 predictions played out. His top […]