This week’s readings/links include Mongabay on the Norway wealth fund’s exit from their investment in Jardine Matheson and two related companies over environmental concerns, Sanjeev Bikhchandani and Kunal Shah discuss the art of governance, Semafor’s interview with James Lu (slightly dated), Warren Gilman of Queen’s Road Capital on his approach to investing in the natural resources sector and the Korea Times on global pension funds siding with activist investors at Samsung C&T.
- Mongabay: Norway pension fund breaks with U.K. conglomerate Jardines over endangered orangutan habitat.
- CRED: Art of governance with Sanjeev Bikhchandani & Kunal Shah.
- Semafor: Former Baidu executive turned investor on why he’s staying away from China.
- Resource Talks: Conversation with Warren Gilman of Queen’s Road Capital.
- Korea Times: Global pension funds side with activist investors at Samsung C&T.