Monday morning links

Deep-dive 2023-7, Activation Group, Red Roulette

A pop-up store set up by China’s Activation Group. Source: Activation-gp.com

($ = behind paywall)

• I wrote a deep-dive on a Malaysian disposable glove maker in my Deep-dive 2023-7 (🇲🇾 － US$1 billion+) ($)

• Oriental Value on Chinese event planning company Activation Group (🇨🇳 9919 HK － US$140 million)

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(estimated reading time)

• I wrote a review of Desmond Shum’s book Red Roulette (10 mins)

• AVI Japan Opportunity Trust’s 2022 annual report (78 pages)

• Polen Capital discussing opportunities in non-US stocks (4 mins)

• The Generalist Substack on potentially productive financial bubbles (24 mins)

• Tech-focused Octahedron Capital: A few things we learnt (139 pages)

• KKR: Private wealth investment playbook (39 mins)

• Alquity: Insights from a recent trip to India (6 pages)

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(listening time)

• Warren Buffett on raising stake in the Japanese trading houses (6 mins)

• Robert Koenigsberger: what people get wrong about EMs (49 mins)

• Kamil Dimmich of North of South Capital discussing EM stocks (26 mins)

• Thu Ha Chow & Joshua Crabb of Robeco on investing in Asia (27 mins)

• Joe Studwell about succession issues in Asian family companies (39 mins)

• Hedgeye’s Felix Wang discussing Chinese tech companies and more (25 mins)

• Tim Clissold on his career and his book Mr China (30 mins)

• David Rennie answering commonly asked questions about China (33 mins)

• Bill Bishop & Ben Thompson on the China-Taiwan conflict (58 mins)

• Chris Garin with a fun introduction to successful retailer Miniso (12 mins)

• Acquired Podcast with another episode on Nintendo: Part 1 & Part 2 (6 hours+)

• The Legacy Investing Podcast with an update on Australia’s Codan (26 mins)

• Recent “Future Facing Commodities 2023” conference in Singapore (9 videos)

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China year-to-date loan issuance breaks new records. Source: The Daily Shot

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