Monday morning links

Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6

One of Persistent System’s office in India. Source: Glassdoor

• Emerging Market Sceptic with a very short introduction to India’s Persistent Systems (🇮🇳 PSYS IN － US$4.0 billion)

• Hurdle Rate Substack on Australian microcap Praemium (🇦🇺 PPS AU - US$240 million)

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(estimated reading time) ($ = behind a paywall)

• I wrote about 18 hidden champions in Hong Kong (33 mins) ($)

• I wrote a where I was borrowing ideas from funds (part 6) (19 mins) ($)

• Apricitias Economics: The disinflationary process continues (6 mins)

• Bridgewater: The tightening cycle is beginning to bite (11 mins)

• Philoinvestor’s top 100 small Twitter accounts (1 min)

• Review of Ed Chancellor’s book The Price of Time (7 mins)

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(listening time)

• Acquired Podcast: the death of Japan’s Sega Corporation (1:05 hours)

• US Congressman Ro Khanna on Taiwan’s TSMC (35 mins)

• Pzena’s Rakesh Bordia on finding value in emerging markets (42 mins)

• Principal SEA’s Patrick Chang on the broad macro picture for Asia (23 mins)

• Simon Edelsten of Artemis Global Select fund on yield enhancement (1:03 hours)

• PwC: The art of accounting for inventory (38 mins)

• Yours truly spoke with the SEA Healthcare Podcast on the IVF industry (30 mins)

• Ken Tropin on his experience running a billion-dollar macro hedge fund (37 mins)

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Rents for condominiums in Singapore have gone ballistic over the past year. Source: Smartkarma, @Birdyword

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