This week’s links include Scottish Oriental’s 2024 annual report, Russell Napier speaks to Lionel Barber about his new book on Masayoshi Son, Esquire on the cult of Haruki Murakami, Brown Advisory’s interview with Vineet Mitera of Ward Ferry, the WSJ on another example of China’s malinvestment problem, Kerrisdale Capital’s short report on advanced nuclear technology company Oklo Inc. and the Korea Times on Samsung’s leadership shakeup of its Device Solutions division.

• Scottish Oriental Smaller Companies Trust: 2024 annual report.
• Library of Mistakes: Gambling man (with Lionel Barber).
• Esquire: The cult of Haruki Murakami.
• Brown Advisory: Japan’s reforms, China’s struggles and the case for Asian stocks with Ward Ferry’s Vineet Mitera.
• WSJ (paywall): China is building 30,000 miles of high-speed rail – that it might not need.
• Kerrisdale Capital: Short report on advanced nuclear technology company Oklo Inc.
• Korea Times: Samsung replaces chip division leaders to restore competitiveness.