Much has been written about the Yale endowment model, elements of which numerous institutional investors globally have attempted to replicate over time (albeit with varying degrees of success). Rather less has been written about the endowment approach of Grinnell College in Iowa, although Jason Zweig did author a memorable article in Money Magazine back in […]
Readings For The Week (9/11)
This week’s readings/links include Dechen Palmo on how Tibet’s rivers will determine Asia’s future, an interview with author and historian William Dalrymple, a Reuters investigation into how the relatives and allies of Cambodia’s leaders amassed wealth overseas, the founders of MercadoLibre on taking risks and being resilient and George Soros on the rise of nationalism after the […]
Misc. Links, Kazakhstan Trip Photos
Value Investment Lecture Series in Hong Kong The Lau Chor Tak Institute of Global Economics and Finance at the Chinese University of Hong Kong launched a Value Investment Proposal Competition last month (sponsored by Overlook Investments). The competition is for undergraduate students, but there is a lecture series in parallel that I assume members of […]
Readings For The Week (3/11)
This week’s readings/links include David Webb’s presentation on facilitating shareholder activism in Asia, the New Yorker on how TikTok holds our attention, Platinum’s latest macro overview and market outlook, an interview with Hussain Elius (the CEO and co-founder of Pathao) and Gordo Byrn’s notes from attending the two-day program at Nassim Taleb’s Real World Risk […]
Readings For The Week (12/10)
Bumper reading list this week. Enjoy! Asia’s live-streaming industry promises intimacy. So why are users so lonely?: Internet celebrities stream themselves singing, talking, eating, and sleeping – for money. Meet the stars & their fans. Corporate governance case studies: Edited by professor Mak Yuen Teen. The unwinnable trade war: Everyone loses in the US-Chinese clash – but […]
Readings For The Week (30/9)
This week’s readings/links include an interview with John Jay, president of global creative for Fast Retailing, a roundtable discussion on impact investing, a Reuters exclusive on how the Nasdaq is tightening restrictions and slowing down the approval process of IPOs from small Chinese companies, the full RealVision interview with John Hempton (filmed back in April this year) […]
Readings For The Week (21/9)
This week’s readings/links include a WSJ op-ed piece by George Soros, an interview with Kunal Bahl and Rohit Bansal of Snapdeal, George Magnus on the decade ahead for China, a Q&A with Louis-Vincent Gave on the Saudi oil attacks and a Guardian long read on how Turkish television is taking over the world. Will Trump […]
Hillhouse Adds To AK Medical Holdings Stake
Hillhouse Capital Management (Hillhouse) recently increased their stake in Hong Kong-listed AK Medical Holdings. According to a filing submitted to the Hong Kong Stock Exchange on September 13th, 2019, Hillhouse bought 50,000,000 shares via a placing agreement at an average price of HKD 7.01 per share on September 10th (the total consideration was ~US$44.8m). As […]
Readings For The Week (14/9)
This week’s readings/links include Graham Duncan’s letter to a friend who may start a new investment platform, interviews with Alibaba CEO Daniel Zhang and PIMCO’s Nelson Yuan, a talk by inventor John Taylor (the founder of Strix) and the Pangolin Fund’s August 2019 newsletter. Letter to a friend who may start a new investment platform: […]
Readings For The Week (7/9)
This week’s readings/links include Ashmore’s Jan Dehn with three stories from around the world, a Reuters exclusive on how a forgery crisis is quietly roiling the world’s gold industry, a conversation with Robert Shiller on markets and the madness of crowds, the Ruffer Review 2019, and Ben Rhodes on what happened to Aung San Suu […]