Monday morning links

En-Japan, Geo-Energy Resources, Haw Par Corporation

A coal mine run by Geo Energy Resources. Source: Geo Energy Group

($ = 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)

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(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)

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(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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The spread between HIBOR and LIBOR has blown out, suggesting capital flight from Hong Kong. Source: Kyle Bass / Hayman Capital

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