This week’s readings/links include a short report on Uxin, Platinum Asset Management on why they see little evidence of a crisis in China, a look at the labour market in India, a conversation with Jim Grant and an interview with Kristo Kaarmann, the co-founder of TransferWise. Uxin Ltd: Short report from J Capital Research. China […]
Readings For The Week (14/4)
This week’s readings/links include a recently published report by two NUS professors on the top warning signs of a company in trouble, the Pangolin Fund’s March newsletter, Ted Seides on playing the winner’s game in investing, the NY Times on the revised deal for Malaysia’s ECRL project and a personal finance interview with Paul Tustain, […]
Readings For The Week (6/4)
This week’s readings/links include a look at activist funds in Asia, an interview with the author of “In Putin’s Footsteps,” Symphony’s 2018 annual report, Vietnam’s wildlife conservation challenges and some takeaways from the recent Melon Sci-Fi conference in Hong Kong. Activist funds take aim at Asia Inc’s complacent boardrooms: Rising number of Asian companies under pressure […]
Readings For The Week (31/3)
This week’s readings/links include a profile of chocolatiers in Southeast Asia, Jed Emerson on doubling down on impact investing, Philip Bowring on the ancient empires of Southeast Asia and how maritime trade helped shape a region long before the colonial era, the Pangolin Fund on the exit offer for Challenger Tech and Philip Marcovici on finding […]
Readings For The Week (23/3)
This week’s readings/links include Philip Pan on the Chinese playbook, David Webb on the Kingdee bubble, Leo Lewis on opportunities for activist investors in Japan, an interview with Rajat Gupta on rebuilding his life nearly seven years after his insider trading conviction and how Egyptology can help us future-proof our culture. China rules: They didn’t like […]
Readings For The Week (17/3)
This week’s readings/links include a Tim Ferriss conversation with Graham Duncan of East Rock Capital, GMO’s latest white paper on total factor productivity growth, a fireside chat series with James Simons, ACGA’s 2018 Asia-Pacific corporate governance report (in collaboration with CLSA) and how the US is making Southeast Asia’s drug war worse. Talent is the […]
Readings For The Week (9/3)
This week’s readings/links include a conversation with Sir Ronald Cohen on impact investing, a survey of consumer perceptions of plant-based and clean meat, James Hay on palm oil, a National Geographic feature on the search for life beyond Earth, and George Magnus on the sober message from China’s National People’s Congress. Impact investing: Conversation with Sir […]
Weijian Shan: Out Of The Gobi (Asia Society)
Weijian Shan, the Chairman & CEO of PAG, recently delivered a short presentation about his new memoir “Out of the Gobi” at the Asia Society. He then spoke with the New York Times columnist Thomas Friedman about his life during the cultural revolution, China back then versus China today and US-China relations. Long conversation, but […]
Readings For The Week (2/3)
This week’s readings include James Crabtree on what Asia can learn from Brexit, Dan Rasmussen on the MBA myth and the cult of the CEO, Raghuram Rajan on a better populism, investment ideas from James Morton of Santa Lucia Asset Management and an FT interview with Robert Lloyd George. What Asia can learn from Brexit: Three […]
Readings For The Week (23/2)
This week’s links/readings include George Magnus on the Chinese labor market and unemployment, Platinum Asset Management’s market outlook for 2019, Askar Nursha on what’s next for Russian-Kazakhstani relations, a look at a new study on the anti-competitive effects of low interest rates and an interview with Link REIT CEO George Hongchoy. George Magnus: China’s unemployment […]