Monday morning links
Velesto Energy, TSMC, Naspers, Dusk Group, Cliff Asness, Harris Kupperman, Chinese restaurant sales
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Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
This Week in Asia #41
Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to
Portfolio update August 2026
A rally in Japanese SaaS stocks
Emerging market life cycles
An assessment of country cycles in 2026