Some additional reading/content links for this month:

• Ashmore: EM is no longer a commodity play.
• Dylan Grice: Central banks are going to overcook the economy.
• Activist investing today podcast: Columbia’s Alicia Ogawa on Abe, Toshiba (link to the podcast interview is at the bottom of the article).
• Goldman Sachs: The IPO spac-tacle.
• Gordo Byrn: Live free recipe.