Monday morning links

Asian stock ideas

  • Grizzly Research is bearish on recent Chinese IPO TuSimple (NASDAQ: TSP — US$4.9 billion)

Long-form writing

Podcasts and videos

  • Carson Block on fraud in China and elsewhere (10 mins)

  • Jeremy Grantham: We’re in one of the greatest bubbles in history (48 mins)

  • Aaron Pek discussing Malaysian stocks (41 mins)

  • Dennis Hong from Shawspring Partners on tech stocks (1:38 hours)

  • Matt Pottinger: China’s borders will open in 2023 (1:03 hours)

Chart of the week – China’s YoY growth in total social financing now below 2019 levels

Thanks for reading, and I wish you a great week ahead!

If you enjoyed this post, consider joining 125 Asian Century Stocks subscribers by pressing the button below. You get immediate access to over 20 stock ideas per year plus additional related content. Check out my previous ideas here.

Get 30 day free trial

Best regards,