Monday morning links
China's ban on non-essential overseas travel, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
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This Week in Asia #42
Air Water + FnGuide + Fu Shou Yuan
Philippine Seven (SEVN PM)
Convenience store operator at 13x P/E
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
This Week in Asia #41
Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to