Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Sony (6758 JP)
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
The best recent posts on Asian Century Stocks
A monthly reminder of the best posts sent to full subscribers
Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Dream International (1126 HK)
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Portfolio update May 2022
Solid contributions from Jardine C&C, CNOOC and Multi Bintang. Estimated reading time: 19 minutes
The industrial robot cycle
Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes