Reading/content links include Joe Walker’s conversation with Raghuram Rajan, Jim Grant on what persistently higher interest rates could mean for investors, Rest of World on China’s biggest gay dating app wanting to beat Grindr, Kerr Neilson’s market outlook and current portfolio positioning, the World Gold Council’s Q3 gold demand trends for Q3 2023 and Stephen […]

Reading/content links include Palliser Capital’s presentation on unlocking value at Keisei Electric Railway, John Hathaway on gold and the debt bubble, Ed Conway and Jonathan Maxwell on living in a material world, a podcast on optimizing the risk exposure of your portfolio, James Montier’s deep dive into Japan and Scottish Oriental’s essay on not investing. […]

Greetings from a surprisingly sunny London! I am on a short break this week. This year has flown by and I can’t believe we are already into Q4. October should be a fun month, however, because the Cricket World Cup is on, and I plan on watching as many of the games as I can. […]

Reading/content links include the SCMP on a transformative dam operation data sharing agreement between 6 Mekong-Lancang countries, Nikkei Asia on Kishida’s structural reform plans for the asset management industry in Japan, the NYT on lake conservation in India, Energy Intelligence’s interview with Orano’s head of mining, a wide-ranging interview with Ruffer’s Duncan MacInnes and Hosking […]

Reading/content links include a wide-ranging interview with Warren Gilman of Queen’s Road Capital, Hosking Partners’ conversation with Rob West on the energy transition, a profile of Li Lu in the FT Magazine, David Webb’s open letter to the board of Allan International Holdings and Stephen Givens on why activist investors cannot force Japanese mergers with […]

Reading/content links include a look at the race to increase uranium enrichment capacity in Western nations, Bloomberg’s interview with Andy Xie on the Chinese property sector, Rodney Jones on why New Zealand is so vulnerable to China’s economic slowdown, the All Else Equal podcast discuss how to make a retirement plan that will work for […]

Happy weekend everyone! I just got back from a work trip to Sri Lanka with my boss. My last visit was over 10 years ago, so it was also great to catch up with some old friends in Colombo. The country has been through a very challenging few years, with the 2019 Easter bombings followed […]

Reading/content links include Rohan Murty’s interview with his father NR Narayana Murthy, Hosking Partners’ case study on offshore drillers, the Japan Times on South Asian expats in Japan coming together over their love of cricket, Pangolin Fund’s July newsletter discussing their investment in Metrodata, the BBC on why Starbucks cannot crack the Vietnamese market and […]

Reading/content links include Nikkei Asia on the latest wave of analyst excitement re Nintendo’s IP potential, Q2 reports from Horizon Kinetics and Hosking Partners, Reuters with an update on Cosmo Energy and (separate) interviews with Jeremy Grantham and Marc Faber. Nikkei Asia: Mario’s mission: grab IP limelight as Switch sales dim. Horizon Kinetics: Second quarter […]

Reading/content links include Whitehaven Coal’s difficulty in refinancing its previously held undrawn A$1bn finance facility, Guy Keller’s uranium market outlook, Richard Koo discusses China’s risk of Japanification, Daniel Moss on Malaysia’s development path, Joe Wiggins on why investors should make doing nothing the default and the WSJ on the surge in mental health problems on […]