Lots of interesting content this week, enjoy!

• Inside the secret world of venture capital: The Stanford Venture Capital Initiative is quietly assembling a massive database from people who prefer to stay mum.
• What would happen if China started selling off its treasury portfolio?: Just how important have foreign inflows been to the Treasury market? 
• Vietnam: Andrew Dalrymple, investment manager at Aubrey Capital Management, on why investors should accept short term pain for long term gain.
• Improving TBS: Asset Value Investors continues their activist campaign in Japan. They have also set up a website, link here.
• Advice for value investors: SumZero interview with Mohnish Pabrai.
• HK vacancy tax: Carrie unveils major exciting housing mega-snooze.
• Has the West lost it?: Book launch lecture by Kishore Mahbubani.
• Investing in Asia in FY19: Five key considerations.
• How McKinsey lost its way in South Africa: When the management consulting firm landed its biggest contract ever in Africa, it made the worst mistake in its storied nine-decade history.
• Virunga national park: Sad news out of the DRC, further compounded by the recent decision to allow oil drilling in two protected wildlife parks. For anyone interesting in learning more about Virunga, I highly recommend the Netflix documentary.