Readings/content links include Jokowi’s call to abandon foreign payment networks like MasterCard and Visa, Hosking Partners’ capital cycle analysis of the copper industry, Platinum Asset Management on energy transition opportunities, CNA’s interview with James Morton and Partners Capital & SMU on the Asia opportunity set.
- Asia News Network: Jokowi wants local governments to ditch Visa, Mastercard.
- Hosking Partners: Where’s a copper when you need one?
- Platinum Asset Management: Why today’s headwinds have accelerated a multi-generational shift.
- CNA: Interview with James Morton (CIO, Santa Lucia Asset Management).
- Money Maze Podcast: Investing in Asia (with Partners Capital & Singapore Management University).