Monday morning links
The PRC-Taiwan conflict, BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
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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
Update: Saramin (143240 KS)
South Korea's leading HR-tech company
Portfolio update June 2026
Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus