Macro Watch:
- Robert Zoellick on China (Caixing)
- Gundlach, the U.S. is burnt out (Advisor Perspectives)
- A long dollar story (Alhambra Partners)
- The emerging markets decline (Integrating Investor)
- Roubini predicts next crisis in 2020 (Project Syndicate)
India Watch
- Measuring Indian equities (S&P)
- Modi is no populist (Foreign Policy)
China Watch:
- The U.S. will lose its trade war with China (Project Syndicate)
- Hong Kong mainland bullet-train link opens (WIC)
- China’s embracement of Russia (SCMP)
- MSCI to step-up A-share inclusion (SCMP)
- Trump prepares new China attack (Axios)
- China’s steady deleveraging (Marcopolo)
- China International Travel Monitor (Hotels.com)
- China’s Tourism Boom (WIC)
- Sany, inside the factory of China’s future (WSJ)
- Trump is misreading China (Bloomberg)
China Technology Watch
- How China sustematically steals technology (WSJ)
- China and India lead the surge to renewables (FT)
- The man behind Meituan (SCMP)
- China’s authoritarian data strategy (MIT Tech Review)
EM Investor Watch
- Emerging markets’ lost decade (Blackrock)
- Brazil’s social media election (FT)
- Brazil’s polarized election (Lombard Odier)
- The best performing EM economies promote competition (HBR)
- What is an emerging market? (Philosophy of money)
- EM’s shifting bottom line (Project Syndicate)
- 5 reasons why now is time to invest in EM (Telegraph)
Tech Watch
- The plan to end malaria with CRSPR (Wired)
- Tesla; software and disruption (Ben Evans)
- EV sales are ramping up (Bloomberg)
Investing
- Update on the Buffett indicator (Advisor Perspectives)
- Factor investing in emerging markets (http://ETF.com)
- Challenging the conventional wisdom on asset managers (SSRN)
- What does an EV/EBITDA multiple mean? (Blue Mountain)
- Joel Greenblatt’s talk at Google (Youtube)
- Consequences of current account imbalances (Private Debt Project)