Some excellent content this week. Enjoy!
- Same tiger, different stripes: India’s economic drivers are strong but shifting.
- Facebook, Big Brother and China: The political and media furore over external use of Facebook data misses the point.
- The Vietnam War: A lesson in the geopolitics of Southeast Asia.
- Activist investors say their voices are being heard by Japan Inc: Reasons for optimism.
- A Hong Kong newspaper on a mission to promote China’s soft power: Scholars and activists worry that The South China Morning Post is softening its critical stance to please Beijing.
- Silicon Valley would be wise to follow China’s lead: The work ethic in Chinese tech companies far outpaces their US rivals. Also see the response from Benjamin Joffe.
- Mumbai musings: March newsletter from River Valley Asset Management.
- Why ‘The China Hustle’ is a finance documentary all U.S. investors need to see: Producer and documentarian Alex Gibney and whistleblower Dan David speak with MarketWatch.
- Changes in China: Latest thoughts from R. James Morton.
- The growth delusion: David Pilling on why GDP is misleading.