Monday morning links

MacroAsia, Sunnexta Group

Sunnexta Group employees

($ = behind a paywall)

• 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)

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(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)

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(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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The China consumer confidence index is ticking up slowly. Source: Bloomberg, China Charts

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