Monday morning links
The PRC-Taiwan conflict, BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
China’s People’s Liberation Army is planning to conduct military exercises around Taiwan on a continuous basis for the foreseeable future. This is a major escalation in the PRC-Taiwan conflict. I’m not sure how the conflict will play out, but I suggest reading my early 2021 post on Ian Easton’s book The Chinese Invasion Threat for a few potential scenarios.
Investor Insights Asia with segment and financial overviews of Chinese automaker BYD: part 1 and part 2 (1211 HK － US$128 billion)
Konichi-Value provides a cursory glance at the financial metrics of Japanese furniture retailer Nitori (9843 JP － US$11.9 billion)
Kenkyo Investing on Japanese network service provider Asahi Intelligence Service (9799 JP － US$67 million)
(estimated reading time)
I did an interview with Asia auto expert Michael Dunne (9 mins)
Greenlight Capital’s 2Q2022 letter (10 mins)
Mark Mobius believes US stocks have further to fall (4 mins)
Undervalued Japan blog on the 1980s “Tron Project” (4 mins)
Sixth Tone on China’s weakening demographics (8 mins)
Yueran Zhang on the Chongqing Model of development (h/t: The Diff) (20 mins)
A World Bank brief on the growing global food crisis (7 mins)
Angelica Oung on how ordinary Taiwanese feel about Pelosi’s visit and the CCP’s threats to annex the island (5 mins)
Tiger cub Dwight Anderson on commodity markets (x mins)
A rare interview with Tom Russo on Wealthtrack (26 mins)
Ramon Maronilla at T. Rowe Price on emerging markets debt (15 mins)
Craig Moffett at Grant’s Current Yield discusses investing in telecom operators (38 mins)
David Hay on why energy prices can rise, even in a recession (from the 20-minute mark forward) (1:20 hours)
Oil expert Tracy Shuchart on the supply & demand for crude (1:28 hours)
Architect and former government official Liu Thai Ker on Singapore’s unique housing market (h/t: Allocators Asia) (27 mins)
Ian Easton discusses his new book on the CCP’s long-term plans (1:18 hours)
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