This week’s readings/links include the Pangolin Asia Fund’s February newsletter, Mak Yuen Teen on the challenges of the new quarterly reporting regime, Zhiguo He on assessing China’s capital requirement and systemic challenges, the 2020 Ruffer Review and Gordo Byrn on fear and panic.
- Pangolin Asia Fund: February 2020 newsletter.
- Mak Yuen Teen: Challenges of the new quarterly reporting regime.
- Zhiguo He: Assessing China’s capital requirement and systemic challenges.
- The Ruffer Review: 2020 edition.
- Gordo Byrn: Fear and panic.