The best recent posts on Asian Century Stocks
A monthly reminder of the best posts sent to full subscribers
Links
Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Thematic reports
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Deep-dives
Dream International (1126 HK)
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Links
Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Thematic reports
Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
Thematic reports
20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Links
Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Japan
Kyushu Railway (9142 JP)
Railway operator and real estate developer with COVID-19 catalysts
Portfolio
Portfolio update May 2022
Solid contributions from Jardine C&C, CNOOC and Multi Bintang. Estimated reading time: 19 minutes
Links
Monday morning links
Japanese border reopening, FANUC, YUM China, A2 Milk, KSK, YAVB podcast
Japan
FANUC (6954 JP)
World leader in CNC devices and industrial robots to enjoy yet another cycle