Monday morning links
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
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Avia Avian (AVIA IJ)
Indonesia’s largest paint manufacturer ramping up capacity +80%
Insider activity June 2026
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Air Water (4088 JP)
Japan’s second-largest industrial gas business in full-on restructuring mode
Thailand's stimulus package
The Bhumjaithai Party's impact on economic growth and Thai equities