This week’s content links include Elliott’s presentation on Toyota Industries, Kalakau Avenue’s Q4 2025 investor letter (including a write up on CCC Intelligent Solutions), Django Davidson on a tale of two neighbours, the Jakarta Globe reports that Perminas is to take over Agincourt’s Martabe gold mine, Weijian Shan in conversation with the Asia Society on how China can rebalance its economy and PermCap’s 2025 review & market outlook webinar.
- Elliott Management: Perspectives on Toyota Industries.
- Kalakau Avenue: Q4 2025 investor letter (write up on CCC Intelligent Solutions).
- Hosking Partners: A tale of two neighbours – the tiger and the lion.
- Jakarta Globe: Danantara says Perminas to take over Agincourt’s Martabe gold mine.
- Asia Society: Conversation with Weijian Shan on how China can rebalance its economy.
- PermCap Investment Office: 2025 review & Q1 market outlook.