Happy new year! This week’s readings/links include Ashmore’s outlook for emerging market equities in 2019, thoughts on the rise and fall of Nissan’s controversial ex-CEO (Carlos Ghosn) by his former speechwriter, Peter Tasker on how the Rugby World Cup later this year creates chances for Japan to win points on and off the playing field, a Bloomberg interview with David Webb and a review of a new book by Vannessa Hearman on the Indonesian genocide.
- Equity outlook 2019: Emerging markets.
- The savior who fell to earth: Thoughts on the rise and fall of Nissan’s controversial ex-CEO by his former speechwriter.
- Year of the brave blossoms: Peter Tasker on how the Rugby World Cup creates chances for Japan to win points on and off the playing field.
- The 20%-a-year stock picker who wishes his edge would disappear: Bloomberg interview with David Webb. Video link is here.
- The Indonesian counter-revolution: The Indonesian genocide was one of the great crimes of the twentieth century. Its victims were leftists who struggled against colonialism and fought for Indonesian self-determination.