($ = behind a paywall)

• Asian Century Stocks on fast-food chain Café de Coral, which is likely to benefit from easing COVID restrictions in China & HK (🇭🇰 341 HK－ US$958 million) ($)

(estimated reading time)

• Asian Century Stocks: Glucose monitors will become mainstream (9 mins)

• Turtles Substack on a few Chinese and Hong Kong-listed stocks (2 mins)

• Undervalued Japan on Japanese card games and Nintendo’s origin story (4 mins)

• Noah Smith on the Vietnamese growth miracle (12 mins)

• Scott Grannis: Producer Price Inflation is plummeting (1 min)

• Kalani Scarrott compiled a list of the best podcast episodes of 2022 (2 mins)

(listening time)

• Felix Zulauf believes Fed will soon backtrack on its tightening (48 mins)

• Jeff Gundlach’s latest webcast: Up, up, and away (1:02 hours)

• Yours truly & Tan Jun Hao discussing Casio and Azeus (42 mins)

• Smartkarma with quick comments on Kunlun Energy, Astra and FX (5 mins)

• Economist Brad DeLong on financial bubbles and FTX (53 mins)

• Bob Robotti on value investing, crude oil market and more (1:14 hours)

• John Huo interviews Leonid Mironov with a discussion on oil & gas (2:16 hours)

• Doug O'Laughlin & Jon Y provide an intro to semiconductor stocks (35 mins)

• Stephen Vines, author of Defying the Dragon, on the 2019 HK protests (45 mins)

• Matt Pottinger on unrest in China, TikTok, Taiwan and semis (1:06 hours)

Thanks for reading 🙏

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Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, including whether any investment is suitable for your specific needs. From time to time, I may have positions in the securities covered in the articles on this website.