This week’s readings include the transcript from Emmanuel Daniel’s presentation at the Huawei Connect Summit 2016, insights from Aswath Damodaran on the workings of the venture capital industry and reflections on Cathay Pacific’s last 747 flight. Let’s kill core banking: Emmanuel Daniel, chairman of the Asian Banker, discusses how technology and data are reshaping the banking industry. Musings on markets: Aswath Damodaran of NYU […]

This week’s readings include the transcript from an interview with Ken Siazon of Southeastern Asset Management, a short profile of Singapore-based hedge fund LyGH Capital and thoughts on Li Ka-shing’s recent investment in China’s Postal Savings Bank. Interview with Ken Siazon: Southeastern Asset Management’s Singapore-based portfolio manager talks about managing a go-anywhere, all-cap Asia Pacific strategy. LyGH Capital profile (Bloomberg): Grace Lu discusses her fund’s top […]

This week’s readings include the transcript of Joseph Tsai speaking at CNBC’s Delivering Alpha conference, thoughts on the Singapore real estate market from Ong Kang Lin of SiS Asset Management and a short interview with Michelle Leung of Xingtai Capital. Interview with Joseph Tsai: The vice-chairman of Alibaba discusses the Chinese economy, the country’s evolving e-commerce landscape and addresses the concerns of short-sellers. SiSAM […]

This week’s readings include the monthly newsletters from both James Morton and Rory Dickson, the case for trade reform in Sri Lanka as well as detailed interviews with James Hay and Jim Rogers. Perinvest Asia Dividend Equity Fund update: Monthly investor letter from James Morton of SLAM. Includes thoughts on Yuzhou Properties and Beijing Capital Land. CC Asian Evolution Fund […]

This week’s readings include a recent interview with Olivier Jolivet (the CEO of Aman Resorts), reflections on the global shift in the balance of power from George Magnus as well as insights into true originality from Wharton professor Adam Grant. You need to instil some confidence: Olivier Jolivet’s reflections and lessons from a career managing across Asia. Whose world is it […]

This week’s readings include a second quarter update from Andrew Limond (manager of the Panah Fund), an interview with Louis Gave of GaveKal Research and a Bloomberg piece on the trends shaping the consumer landscape in China. Letter to investors Q2 2016: Update from Andrew Limond, who runs the Panah Fund. The letter includes a section outlining their macroeconomic outlook for Vietnam.  Louis […]

This week’s readings include reflections from the team at Platinum Asset Management on their long term investment in Samsung Electronics, an interview with Joe Studwell about the importance of agriculture in economic development and an Economist piece on the change of mood in Hong Kong over the past few years. Samsung Electronics – twenty years: The investment team at Platinum […]

This week’s readings include a look at how Tencent’s WeChat is shaping the future of the mobile internet, Philip Bowring’s thoughts on ethnic diversity and integration in Hong Kong as well as Stephen Roach on the globalisation disconnect. WeChat’s world: How WeChat shows the way to social media’s future. Singapore’s first Olympic gold provides a lesson…: Philip Bowring on how […]

This week’s readings include a shareholder update from Symphony Asia, a recent blog post by Professor Michael Pettis, an entertaining interview with James Hay from the Pangolin Fund and a few other interesting articles. 1H16 shareholder update: Market commentary and portfolio review by Symphony Asia, one of the region’s most experienced private equity investment firms. Rebalancing, wealth transfers…: Michael Pettis writes about the […]

In addition to my own write-ups, I am launching a weekly series of curated readings. These articles will most often be related to Asian business or investing topics, but on occasion might have a broader focus. Happy reading! Hoping for alpha: Second quarter report and update from investor Claire Barnes, manager of the Apollo Asia Fund. Why Hong Kong was at its best […]