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 […]

Greetings from Penang! We were attending a friend’s wedding in George Town over the weekend. It was our first trip back to Malaysia since we moved from KL to Singapore during the pandemic and we had a wonderful time. Apart from the wedding festivities and all the delicious food, a personal highlight was a visit […]

Reading/content links include the Pangolin Asia Fund’s May newsletter, United Tractors’ investment in and strategic collaboration with Nickel Industries, Parallaxes Capital’s Saish Setty on investing in tax receivable agreements, Hedgeye’s conversation with Mark Gordon on the great energy transition and Jon Dye on the lessons inherited from a value investor. Pangolin Asia Fund: May 2023 […]

Readings/content links include the Asia Foundation’s podcast with Scott MacMillan on his recent book which traces the evolution of the development organisation BRAC, Jens Nordvig’s brief history of dollar hatred, the World Gold Council on recent trends in central bank demand, Marcelo Lopez’s conversation with Jim Grant and Jeffrey Sonnenfeld, Steven Tian and Kyle Bass […]