This week’s readings / links include thoughts on Walmart’s India (Flipkart) gambit, notes from the 71st CFA Institute annual conference, results from the latest Duke CFO global business outlook survey, a conversation with MIT professor Yasheng Huang on the future of US-China trade relations and the Q1 2018 letter from Benjamin Koh of Lighthouse Advisors.

• Walmart’s India (Flipkart) gambit: Growth rebirth or costly facelift?
• Notes from the 71st CFA Institute annual conference: Some of the highlights include the remarks by CFA Institute president and CEO Paul Smith, an interview with Hillhouse Capital’s Zhang Lei and a speech by HBS professor Mihir Desai.
• Duke CFO global business outlook: Quarterly survey that polls CFOs of both public and private companies around the globe. The key results for the Asia region are here. Some additional analysis / slides are available here.
• The future of U.S.-China trade relations: Interview with MIT professor Yasheng Huang.
• Freemium isn’t free: Q1 2018 letter from Benjamin Koh of Lighthouse Advisors.