Monday morning links
Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review
Happy Labour Day. Yesterday, I published a portfolio update for April. I added to three stocks, all related to China’s reopening. I also recommend Noah Smith’s post on the prospects of India’s economy.
Emerging Market Skeptic’s brief introduction to Chinese wealth manager Noah Holdings (🇨🇳 6686 HK － US$1.1 billion)
Another short introduction by the same author on Malaysian oil & gas company Hibiscus Petroleum (🇲🇾 HIBI MK － US$460 million)
(estimated reading time) ($ = behind a paywall)
My April 2023 portfolio review (28 mins) ($)
Peter Tasker on BoJ policy: the Kuroda era and what comes next (6 mins)
FSSA Investment Managers: Meeting companies amid China’s rebound (14 mins)
Noah Smith provides the bull case for India’s economy (13 mins)
Chris Marsh on Sri Lanka’s balance of payments (14 mins)
Platinum Asset Management discussing their recent trip to Vietnam (10 mins)
Turtles Substack with updates on China’s 111 Inc and a few other stocks (8 mins)
Konichi-Value on Japan’s trading companies, the Sogo Shosha (21 mins)
(listening time)
Peter Lynch is sceptical about the recession narrative (5 mins)
Russell Clark with three macro-related ideas (48 mins)
Steve Rattner at Willett Advisors believes “China is back” (8 mins)
Boustead Securities’ Dan McClory discussing recent Chinese IPOs (14 mins)
The Transistor Radio podcast discussing TSMC’s earnings (48 mins)
The Asia Matters podcast on Vietnam’s recent “corruption scandals” (35 mins)
Equity Mates on two ASX stocks: Audinate and Netwealth (49 mins)
Asianometry on the coming Chinese EV export boom (15 mins)
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