Monday morning links

Deep-dive 2023-1, Nippon Ichi Software, anime stocks

Nippon Ichi Software’s video game Disgaea. Source: NIS

($ = 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)

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(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)

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(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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Google search queries for “inflation” have dropped since mid-2022, presumably due to weakening inflation pressures in people’s daily lives. Source: Smartkarma

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