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!

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Best regards,
Michael