Monday morning links
New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony
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Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
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New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain