This week’s readings/links include a conversation with Jeremy Grantham on sustainable investment, the story behind the single biggest threat to the rainforests of Indonesia, Imran Khan on resetting the US-Pakistan relationship, a look at the world’s most efficient languages and an interview with Howard Stevenson, an angel investor and a co-founder of the Baupost Group. […]

This week’s readings/links include a conversation with economist George Magnus on debt, trade and the direction of China’s economy, Andy Xie on China’s belt and road plan, Angela Strange on the future of insurance, Seth Klarman on hard choices and an interview with Cameron Stevens and Joel Frisch of Prodigy Finance. George Magnus: Debt, trade […]

This week’s readings/links include Kiril Sokoloff’s recent conversation with Stanley Druckenmiller, a joint report by Google and Temasek on Southeast Asia’s internet economy, the contest of narratives about China’s reforms, the transcript of a CNBC interview with Standard Chartered CEO Bill Winters and a look at how pirates are killing endangered tigers in the jungles of […]

This week’s readings/links include the Pangolin Fund’s October 2018 newsletter, Clare Rewcastle Brown on the story behind the 1MDB exposé, an interview with David Li (founder of YY), Mary Manning on the outlook for Asian markets and a Guardian long read on the booming business of background music. October 2018 newsletter: Latest from James Hay […]

This week’s readings/links include a presentation by Susan Athey on the future of currency, Goh Chok Tong on leading Singapore after Lee Kuan Yew, David Webb on freedom and the future of China, a look at how Vietnam is winning the US-China trade war and a conversation with James Crabtree about India’s shifting socioeconomics. The […]

This week’s readings/links include a conversation with Ho Kwon Ping, Nandan Nilekani on the jobs crisis in India, Ashmore on emerging market economic convergence, a look at China’s hidden camps and Matthews Asia on their outlook for Southeast Asia and India. Capitalism, politics and despair: Conversation with Ho Kwon Ping (transcript here). Nandan Nilekani: The […]

Value Partners recently posted the keynote address Cheah Cheng Hye delivered at the Sir John Templeton Investment Roundtable earlier this year. It also includes a transcript of the Q&A session after the speech. Cheng Hye discusses the opportunities and challenges for China over the coming years and some of the implications for investors. Worth a read.  

This week’s readings include Scottish Oriental’s 2018 annual report, David Webb on the Huarong-CMB network (26 stocks not to own), Tony Deden on investment value in an age of boom and busts, an interview with Cheah Cheng Hye and Rod Eddington on Murdoch, airlines, culture and China. Scottish Oriental: 2018 annual report. The Huarong-CMB network: […]