This week’s readings/links include a wide-ranging conversation with Kerr Neilson, Bloomberg on South Korea’s “Corporate Value-up Program,” Thailand’s former finance minister on why he pulled his investments out of the Thai stock market, WGC’s data on gold demand trends for 2023, Institutional Investor on the launch of the UWC Endowment, The Economist on succession issues at family businesses and Reuters on the increasing involvement of financial players in uranium.

• Livewire Markets: Interview with Kerr Neilson.
• Bloomberg: South Korea unveils corporate value-boosting plan to replicate Japan. Full announcement here, in case of interest.
• Korn Chatikavanij: Why I pulled all my investments out of the Thai stock market.
• World Gold Council: Gold demand trends full year 2023.
• Institutional Investor: Value manager-turned-CIO looks to Oxford and Cambridge as model for new endowment.
• The Economist (paywalled): Many family firms lack heirs. Unrelated help is at hand.
• Reuters: Goldman, hedge funds step up activity in physical uranium as prices spike.