This week’s readings / links include the Axiom Asia team on Xi thought and what it means for investors, Daniel Bessner on the George Soros philosophy and its fatal flaw, River Valley Asset Management on the opportunity in tobacco stocks, David Webb on the HK housing market and Hugh Peyman discussing his new book (China’s Change).

• Xi thought: Our thoughts on what it means for investors in Asia.
• The George Soros philosophy – and its fatal flaw: Soros is a provocative thinker committed to progressive ideals, which is what makes his failures so telling.
• Don’t stub this butt!: River Valley Asset Management’s newsletter for May 2018.
• HK housing: David Webb on the government’s invasion of the housing market.
• China’s change: Hugh Peyman discusses his new book.