For some weird reason, two books that touch on the Asian Financial Crisis seems to have found themselves on the top of my toread pile.
Richard Lawrence’s The Model opens with this arresting anecdote.
Welcome to South East Asia, I guess.
Conversation
Replying to
The whole opening is arresting in the same way watching a car crash is arresting.
Everyone from my cohort was affected by the crisis — my dad lost his job, and from a casual asking around, that story seems pretty common amongst my peers.
But Lawrence’s perch was different …
1
3
I mean, you don’t typically expect a story that opens with a beer company investment to go to ‘arms dealer in Hilton Jakarta’, but I guess these are the stories you get when rule of law is kinda … made up?
1
1
I’m upgrading this book (The Model, by Richard Lawrence) to a strong recommend — there’s a whole section on activist investing in Asia (!!!) that’s worth it for the price alone.
1
8
“There are basically five different types of public companies in China …”
(This is a setup for a bunch of funny stories, circa 2003).
1
2
“I wanted to discuss with you four specific hazards of investing in China’s new entrepreneurs.”
(Again, bear in mind that this is 2003; but I must say Want Want rice crackers are still amazing all these years later 🙃)
1
