This week’s readings include thoughts on politics and investing from Aswath Damodaran, the outlook for mobile money in India, how the QR code is facilitating China’s rapid shift towards a cashless society, Peter Tasker on recent troubles at Toshiba and Samsung and an interview with Nick Szabo.

• A tale of two markets: Aswath Damodaran on politics and investing.
• Does digitalisation follow demonetisation?: The outlook for mobile money in India.
• The rise of the QR code: The barcode driving China’s rapid shift towards a cashless society.
• Can scandal spur change at Toshiba and Samsung?: Peter Tasker on recent troubles at two iconic Asian companies.
• The quiet master of cryptocurrency: Tim Ferriss and Naval Ravikant interview Nick Szabo.

Also, in case you missed my posts from earlier this week, see KKR’s outlook for Indonesia, Mary Meeker’s 2017 internet trends and notes from the 2017 Sohn Conference Hong Kong.