Monday morning links


Asian stock ideas

  • I did a deep-dive on Singapore-listed investment holding company Jardine Cycle & Carriage, a bet on the Indonesian auto market (SGX: JCNC — US$5.9 billion)

  • NipponNuggets on Japan’s PKSHA Technology (TSE: 3993 — US$520 million)


Long-form writing


Podcasts and videos

  • Historian Edward Chancellor discussing China’s legal system (9 mins)

  • Former BCA analyst Marko Papic on The Market Huddle (1:25 hours)

  • Alberto Gallo of the Algebris Global Credit Opportunities Fund discussing Biden, Chinese politics, QE infinity, country allocation and inflation (58 mins)

  • Fred Liu of Hayden Capital on investing, and Sea Ltd (1:11 hours)

  • Sam Bankman-Fried of crypto exchange FTX on the crypto market (1:09 hours)

  • Kyle Bass on central banks, China and the risks of inflation (1:09 hours) ($)


Chart of the week – The global manufacturing PMI diverging from that of China


Picture of the week - Italy’s Marcell Jabocs winning the gold in men’s 100m sprint at the Tokyo Olympics


Thanks for reading, and I wish you a great week ahead!

I will take this week off to recharge my batteries and think about how to best add value to you in the future. I’ll be available via e-mail and on Twitter, so feel free to reach out if you have any questions or feedback.


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