Monday morning links
En-Japan, Geo-Energy Resources, Haw Par Corporation
($ = behind paywall)
I wrote an update on the HR-tech company En-Japan (🇯🇵 4849 JP － US$898 million) ($)
A short note from Wolf Money blog on Singaporean family holding company Haw Par Corporation (🇸🇬 HPAR SP － US$1.6 billion)
Nate’s Investment Research with an update on Indonesian coal miner Geo-Energy Resources (🇮🇩 GERL SP － US$322 million)
(estimated reading time) ($ = behind paywall)
I wrote an article about the risk that Chinese ADRs will be delisted (15 mins) ($)
Allocators Asia’s profile of Hillhouse Capital’s founder Zhang Lei (16 mins)
Tidefall Capital wrote a post on Fairfax’s 2022 letter (4 mins)
Bonhoeffer’s 2022 letter on Asia Standard, cement companies, etc. (16 mins)
BBC’s Wingfield-Hayes: Japan was the future but it's stuck in the past (11 mins)
(listening time)
Chinese PE mogul Weijian Shan on his new book Money Machine (55 mins)
FX strategist Jens Nordvig on evidence of a Chinese recovery (38 mins)
China Beige Book’s Shehzad Qazi on the impact of China’s reopening (43 mins)
Yasheng Huang on the long-term development of the Chinese state (54 mins)
Louis-Vincent Gave discussing geopolitics, China and more (1:10 hours)
Weston Nakamura on recent volatility in the Japanese bond market (51 mins)
Niall Ferguson on the building new cold war and US-China competition (52 mins)
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