Links

Monday morning links

Shanghai's lockdown, Genting Singapore, Overseas Education, Nintendo, Zigen, the Manual of Ideas Asian Investing Summit 2022

, and Michael Fritzell

11 April 2022 . 12:03 PM

3 min read

Latest

Portfolio

DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain

, and Michael Fritzell

27 May 2026

Deep-dives

The FICO of South Korea at 10x P/E

, and Michael Fritzell

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Asia's publicly listed credit bureaus

, and Michael Fritzell

20 May 2026

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Thailand’s paint leader at 8x P/E and 6.5% dividend yield

, and Michael Fritzell

17 May 2026