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 […]

This week’s readings include recommendations for the book of the year from a range of global leaders, a review of John Pomfret’s new book on the centuries-old relationship between the US and China and a new research report published by Matthews Asia. The best books of 2016: Leaders from the worlds of academia, finance, industry, politics and technology put […]

This week’s readings include the latest annual report of the Vietnam Opportunity Fund, a reflective letter from Peter Churchouse to his younger self and an interview with Professor Lee Sing-Kong on why global competence is increasingly important in today’s world.  2016 annual report: Full year results for VinaCapital’s Vietnam Opportunity Fund. Includes commentary on how the board […]

This week’s readings include the Panah Fund’s third quarter letter to investors, a critical view of India’s demonetisation and a detailed interview with Jack Bogle. Letter to investors Q3 2016: Andrew Limond of the Panah Fund reviews the macro environment in the Greater China region and reflects on the fund’s first three years in operation. Chaos in the wake of […]

This week’s readings include market commentary for November from the Aberdeen Asian equity team, a blog post by Michael Pettis on the policy trade-offs facing the Chinese government and a look at the recent crackdown on black money in India. Aberdeen’s monthly commentary (November 2016): The Asian equity team share their outlook for Asian markets and discuss recent […]

This week’s readings include a NYT profile of Yale’s David Swensen, an opinion piece by George Magnus on the omens for a Trump presidency and thoughts on the recent demonetisation of 500 and 1000 rupee notes in India. The money management gospel of Yale’s endowment guru: A look at the management style of David Swensen and the influence of […]

This week’s readings include the transcript from DPM Tharman’s recent conversation on the role of government in the new economy, an article on the divergent strategies of Netflix and Amazon in India as well as detailed notes from a number of recent investment conferences (via Market Folly). Countries that speed up learning the most will […]