Reading/content links for the week include the Pangolin Asia Fund’s September 2021 newsletter, a conversation with Oki Matsumoto from the Japan Catalyst Fund and James Rosenwald from Dalton Investments on activist investing in Japan, an ICIJ investigation on offshore havens (Pandora Papers), a Guardian long read on Oritain, a specialist in supply chain traceability, and an interview with Soros Fund’s Dawn Fitzpatrick.

Richard Lawrence, the founder of Overlook Investments, has also written a book “The Model: 37 Years Investing In Asian Equities” which is available for pre-order.

• Pangolin Asia Fund: September 2021 newsletter.
• Asia Society: Activist investors as catalyst for old Japan’s new growth dynamics.
• ICIJ: The Pandora Papers reveal the inner workings of a shadow economy that benefits the wealthy and well-connected at the expense of everyone else.
• Food fraud and counterfeit cotton: The detectives untangling the global supply chain.
• Bloomberg: Soros Fund CEO Fitzpatrick on market outlook.