Bumper reading list this week. Enjoy!
- Xero: John Hempton explains what the company does and why it has such potential.
- Investment outlook: James Macpherson of Notz Stucki on the firm’s Q3 outlook.
- SIHL: Shareholder update for 1H 2018.
- Australia’s China reset: The rest of the world is watching how [Australia] counters Beijing’s campaign of influence.
- Trends in SE Asia private equity: Interview with Jeffrey Perlman of Warburg Pincus.
- Beyond Kashmir: India’s problem with Pakistan is the nature of the beast itself.
- How one of Wall Street’s biggest insider trading cases was cracked in 1980s Hong Kong: United States’ case against a flamboyant Taiwanese investor made headlines around the world.
- Interview with Ronald Chan: You only need to get rich once.
- China technology stocks: Andy Xie on the risks of a replay of the 2000 US dotcom crash.
- The biggest antitrust story you’ve never heard: The rise of institutional investors threatens competition, hurts consumers, and might qualify as a new kind of monopoly. See more here.