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 […]

This week’s readings include the third quarter report from Claire Barnes of the Apollo Asia Fund, Cameron Robertson’s thoughts on the changing media landscape and a look at the increasing use of automation across industries in Singapore. Muzzled tigers: Claire Barnes on improving market procedures in Vietnam and the endangerment of free speech in much of Asia. The changing media […]

This week’s readings include Andy Xie’s opinion piece on the Chinese property market, a look at equity valuations in Asia by the Gavekal research team and a note on the unexpected removal of Cyrus Mistry as chairman of Tata Sons. Middle class fall prey to Beijing’s manipulation of the property market: Andy Xie says government policy moves have helped sustain China’s […]

This week’s readings include thoughts on the imminent spin-off of Yum’s China business, the most recent diary entry from the Arisaig investment team and Lee Chee Koon on Singapore’s economic future. Yum! Brands spins off its China franchise: An update on the spin-off and highlights of the company’s China franchise. Arisaig Partners: Updates on the firm’s investments in Dali Foods and Foshan Haitian. […]

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 […]