Monday morning links 🔗

Codan, Geely, Dairy Farm International, Casio Computer

($ = behind a paywall)

• Asian Century Stocks on Australian communications compny and metal detector producer Codan (🇦🇺 CDA AU－ US$482 million) ($)

• Investor Insights Asia on the Hong Kong-listed main entity of Chinese auto producer Geely (🇭🇰 175 HK－ US$11.9 billion)

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(estimated reading time) ($ = behind a paywall)

• Asian Century Stocks with a 2022 update on Dairy Farm Int’l (14 mins) ($)

• Doug O'Laughlin with a thought-provoking post on new consumer trends (9 mins)

• Global Stock Picking blog with his latest portfolio review (9 mins)

• The Profit Hunting blog on how he’s betting on a China re-opening (2 mins)

• Murray Hunter on Anwar Ibrahim, Malaysia’s new prime minister (3 mins)

• Calafia Beach Pundit: The Fed pivots—finally! (7 mins)

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(listening time)

• Yours truly spoke with Andrew Rangeley about Casio Computer (35 mins)

• Russell Clark: Is it time to short 30-year US Treasuries? (10 mins)

• Jonathan Silverman of To Eleven Capital on investing in Japan (32 mins)

• The Economist on Indonesian reforms and battery supply chains (40 mins)

• Eugene Park on his new book Korea’s History (34 mins)

• Gideon Rachman on the golden age of dictatorships (1 hour)

• Jim Chanos on crypto, tech and fraud (37 mins)

• Frank Brosens on his career with Bob Rubin and running a hedge fund (56 mins)

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Japanese regional banks have done well this year as investors started to price in Japanese rate hikes. Source: Bloomberg, @bentan__

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