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Yesterday, I wrote about Philippine aviation services company MacroAsia (🇵🇭 MAC PM - US$161 million) ($)
Kenkyo Investing on Japanese property management company Sunnexta Goup (🇯🇵 8945 JP - US$80 million)
(estimated reading time)
I wrote an introduction to the value-with-a-catalyst investment strategy (21 mins)
I wrote about the rebound in China’s economy in a short interview with the Investment Talk newsletter (9 mins)
Andrew Batson: Xi’s new growth synthesis (7 mins)
Asia Sentinel: Why I am giving up writing about Hong Kong politics (4 mins)
Wang Xiangwei: Hong Kong is back but concerns about its future remain (4 mins)
Fredrik Ökvist on the results from recent the PCAOB audits (3 mins)
Richard Katz on how China is about to pass Japan in auto exports (7 mins)
(listening time)
Wall Street Journal on China’s crackdown on foreign consulting firms (16 mins)
Michael Pettis discussing China’s economic growth model (1:12 hours)
Short-selller Siegfried Eggert on Chinese stocks (22 mins)
Marketing executive Jacob Cooke on Japan’s e-commerce market (32 mins)
Asianometry on the rise of Korean shipbuilding (18 mins)
Allocators Asia on the history of Samsung Electronics (15 mins)

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Appreciate you sharing your commentary as always Michael!