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Following the money... in circles
Circular logic, jumping ship, and defence parasites.
10 hrs ago
Parachute plays, bubble blues, and new thrones
A packed Thursday newsletter with tons of goodies.
Jan 15
2
Southeast #12: In Indonesia, flying too close burns
How Nadiem Makarim became collateral damage.
Jan 13
Farhash’s latest cash trust (and haircut)
Anwar's ex-aide is seeking to cut the noise from public investments.
Jan 11
2
Creador no longer Bake(s) with Yen
When an eight-year hold ends with a tycoon-linked handover.
Jan 9
6
Proof is in the pudding
Anwar's institutional reforms sound appetising, but will they deliver?
Jan 6
1
Brainjam #12: The institutionally blind
Has Khazanah Nasional learnt from its past?
Jan 5
2
Beyond Najib: 1MDB's web of complicity
A roll call of enablers, incomplete recoveries, and systemic failure.
Jan 4
3
Setting the stage for 2026
A different kind of theatre, this one.
Jan 2
4
December 2025
Founder's Report: 2025
A basic P&L, among other things.
Dec 31, 2025
13
1
I almost ran out of runway
Four lessons from a year of getting punched in the face.
Dec 30, 2025
15
When Jelawang exec shows up at F1 paddock
Plus: CIMB restructures and Exchange 106 heads back to court.
Dec 28, 2025
1
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