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Deep-dive 2022-25: Koito ManufacturingWatch now (21 min) | An automotive volume proxy that will benefit from any easing of the chip shortage
Michael Fritzell
1
The USD wrecking ball destroying all gains. Estimated reading time: 15 minutes.
Michael Fritzell
4
5
Anicom, the automotive chip crisis, Jeff Gundlach, Stan Druckenmiller, Chris Redl
Michael Fritzell
6
1
The prime beneficiaries will be volume proxies such as Japanese auto parts suppliers. Estimated reading time: 13 minutes
Michael Fritzell
1
Swire Pacific B-share, Uni-Charm Indonesia, Chinese cloud industry, Chris Wood
Michael Fritzell
10
Deep-dive 2022-24: Swire Pacific B-shareWatch now (21 min) | Hong Kong conglomerate at a triple discount
Michael Fritzell
11
6
Delta Djakarta, Ryohin Keikaku, Inabata & Co, Haier D-share, Japan's coming tourism boom
Michael Fritzell
3
Deep-dive 2022-23: Delta DjakartaWatch now (13 min) | Indonesia’s second-largest beer producer set to benefit from re-opening
Michael Fritzell
4
Japan's border is opening up and the weak yen will help, too. Estimated reading time: 12 minutes
Michael Fritzell
22
9
Kansai Electric Power, JR Central, August portfolio update, Kyle Bass, Niall Ferguson
Michael Fritzell
6
Deep-dive 2022-22: Kansai Electric PowerWatch now (10 min) | Nuclear reactor restarts to be completed by the summer of 2023
Michael Fritzell
3
Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.
Michael Fritzell
6
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