This week’s readings include a BCG report on the Chinese internet, thoughts on why indices lead investors astray, how Japan is counting on shareholder activism to improve its economy, the latest opinion piece from Andy Xie and a new report on Asia from KKR.

• Decoding the Chinese internet: BCG, together with Alibaba and Baidu, explore how the Internet developed so rapidly in China and what the future holds. See the slides here.
• Why indices lead investors astray: An edited rendition of a presentation delivered by Platinum’s Andrew Clifford at the Portfolio Construction Forum in August 2017 in Sydney.
• Japan is counting on shareholder activism to improve its economy: JC de Swaan on Japan’s experiment in the use of shareholder activism as a policy tool.
• The bubble economy is set to burst, and US elections may well be the trigger: Andy Xie thinks it will be political tensions in the West that will burst the bubble.
• Asia: Leaning In: KKR’s Henry McVey on why Asia has emerged as an elegant play on some of the firm’s highest conviction investment themes.