This week’s readings include a discussion about JD.com with Dennis Hong and Michael Lamothe of ShawSpring Partners, Jesse Friedlander on why Chinese demand for offshore property investment will rebound, RVAM’s July 2018 newsletter on trends and opportunities in ASEAN cement, an interview with Cédric Dingens of Notz Stucki and a market update from Platinum’s Andrew Clifford.

• Is JD.com the future of Chinese e-commerce?: Interview with Dennis Hong and Michael Lamothe of ShawSpring Partners.
• Chinese demand for offshore property investment will rebound: Jesse Friedlander says US-China trade tensions are largely irrelevant to Chinese seeking offshore diversification.
• RVAM July 2018 newsletter: Trends and opportunities in ASEAN cement.
• Allocator insights: Q&A with Cédric Dingens of Notz Stucki.
• Market update: Andrew Clifford provides an update on global markets and how Platinum is positioned for the current investment environment.