Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
5
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
12
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
6
Macro themes that deserve your attention. Estimated reading time: 15 minutes
5
World leading plush toy manufacturer with exposure to Tokyo Disneyland
4
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
10
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
4
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
16
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
10
Railway operator and real estate developer with COVID-19 catalysts
7
Solid contributions from Jardine C&C, CNOOC and Multi Bintang
7
12
Japanese border reopening, FANUC, YUM China, A2 Milk, KSK, YAVB podcast
8