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