($ = behind paywall)
My first report of the year on a controversial Chinese social media company benefitting from China’s reopening: Deep-dive 2023-1 (🇨🇳 - US$1 billion+) ($)
Altay Capital on Japanese nanocap net-net video game developer Nippon Ichi Software (🇯🇵 3851 JP- US$46 million)
(estimated reading time) ($ = behind paywall)
I wrote a post on how anime has become hot since COVID-19 (15 mins) ($)
Global Stock Picking blog: Myopia as an investment theme (11 mins)
Joachim Klement: Narcissists are risk takers (2 mins)
Russell Clark: Are Japanese banks a buy? (2 mins)
Alex Turnbull with four potential (energy-related) surprises in 2023 (5 mins)
Journalist Wang Xiaowei on China’s new premier Li Qiang (6 mins)
Anas Alhajji’s 2023 oil market outlook (19 mins)
Andrew Rangeley: The offshore inflection Part 1 & Part 2 (35 mins)
Bridgewater: The Chinese credit cycle will be in a sweet spot in 2023 (12 mins)
(listening time)
Ruchir Sharma believes in a weaker US Dollar (7 mins)
Felix Zulauf & Cullen Roche making predictions for 2023 (9 mins)
Yours truly on Planet Microcap discussing China’s reopening (39 mins)
VinFast CEO Madame Thuy Le on exporting Vietnamese cars to the US (36 mins)
Timothy Foley of Edwall Mgmt: Is Japan ready for a buyout boom? (59 mins)
Asianometry on Indonesia’s Lim Sioe Liong and his Salim Group (29 mins)

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Just before reading this, I was covering an app that converts your profile pictures into anime characters.