Reading/content links include Rohan Murty’s interview with his father NR Narayana Murthy, Hosking Partners’ case study on offshore drillers, the Japan Times on South Asian expats in Japan coming together over their love of cricket, Pangolin Fund’s July newsletter discussing their investment in Metrodata, the BBC on why Starbucks cannot crack the Vietnamese market and the NYT’s conversation with Morris Chang, the founder of TSMC.
- Moneycontrol: Rohan Murty interviews his father NR Narayana Murthy on starting up, sacrifices & values.
- Hosking Partners: Offshore drillers – tangible assets strike back.
- Japan Times: Sweat, stumps and solidarity on the cricket pitch.
- Pangolin Fund: July 2023 newsletter, discusses their investment in Metrodata.
- BBC: Starbucks Vietnam – why the US chain cannot crack a coffee-loving nation.
- NYT: The chip titan whose life’s work is at the center of a tech Cold War (paywall).