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 […]
Category: Readings
Readings For The Week (12/2)
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 […]
Readings For The Week (5/2)
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 […]
Readings For The Week (29/1)
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 […]
Readings For The Week (23/1)
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, […]
Readings For The Week (15/1)
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 […]
Readings For The Week (8/1)
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 […]
New Year Updates
Happy new year to everyone! Apologies for the lengthy silence, I was travelling for most of December and took a short break from writing to catch up on other things. Below are some long overdue general updates as well as responses to a few questions (paraphrased) that I have received. Travel recommendation: Kanha Tiger Reserve in Madhya Pradesh. According to WWF […]
Readings For The Week (11/12)
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 […]
Readings For The Week (4/12)
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 […]