WEEKEND HOMEWORK - April 20, 2018

Cindy on China / Taiwan Tension / The appeal of India for Tech, Is Netflix a Buy?

Welcome to the latest edition of Weekend Homework, a summary of the most interesting articles, reports, podcasts and videos that we came across this week. These pieces made us reassess, challenged our conventional thinking or opened our eyes to a new idea or concept.

WHAT TO WATCH

WATCH: Pan-Asian Equities Strategist Cindy Ponder-Budd updates investors on geopolitical developments between China and Taiwan.

WATCH: Great to see Alan Greenspan on the news this week. Excellent interview on his views on US Debt, Deficits and Tax Cuts.

WATCH: An in-depth valuation analysis of Netflix by valuation guru professor Damodaran.

WHAT TO READ

READ: The WSJ analyses the appeal of India as the last great untapped tech market. There are still several 100s of million people who will join the market in the next few years.

READ: JOHN MASON - New Thinking About Fiscal Stimulus Policies Is Needed. Friend of the Peak John Mason rethinks the cycle of tax cuts and budget deficits.

READ: As Friend of the Peak John Mason explains, a new era is upon us with increased uncertainty and greater volatility.

WHAT TO LISTEN TO

LISTEN: Insightful discussion with Rodney Brooks, PhD, Professor in Robotics and robot builder, on the latest in robotics and AI.

LISTEN: Another great interview on Bloomberg Markets Today, by Tom Keene; Former International Monetary Fund Chief Economist Olivier Blanchard discusses fiscal expansion in the U.S., IMF forecasts, monetary policy and the role of Macron in France.

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