Monday morning links
Chinese housing, Malaysian furniture and home improvement, EV batteries and Xiaomi
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Interview: CTOS Digital (CTOS MK)
Malaysia's leading credit bureau gets a new CEO
Interview: Tian Yang
CIO at Variant Perception
Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Insider activity May 2026
Five stocks with insider buying in China, South Korea, Indonesia and Thailand