This week’s readings/links include a short report by Bonitas Research on SGX-listed Best World International, James Morton’s reflections on 25 years in the investment industry, Kyle Bass on Hong Kong’s looming financial crisis, professor George Athanassakos on why market signals so far in 2019 back the “sell in May” adage and an interview with Tim Chen, the CEO and founder of NerdWallet on fintech, consumer finance and the changes that are coming.

• Best World International: Short report from Bonitas Research.
• The investment industry and my silver wedding anniversary with it: Reflections from James Morton of Santa Lucia Asset Management.
• The quiet panic: Kyle Bass on Hong Kong’s looming financial crisis.
• Market signals so far in 2019 back adage ‘sell in May and go away’: Opinion piece from professor George Athanassakos of the Richard Ivey School of Business.
• Interview with Tim Chen: The CEO and founder of NerdWallet talks fintech, consumer finance and the changes that are coming.