($ = behind paywall)
I published Deep-dive 2023-2, on a Korean niche software developer (🇰🇷 － >US$100 million) ($)
Profit Hunting blog with a few comments on Singapore REIT Frasers Centrepoint Trust (🇸🇬 FCT SP－ >US$2.9 billion)
(estimated reading time) ($ = behind paywall)
My post on the implications of reduced face mask usage in Asia (19 mins) ($)
I wrote a post debunking some of Peter Zeihan’s claims on China (7 mins)
Adam Tooze on China’s real estate market (8 mins)
Open Insights: Chinese oil demand will eventually push crude higher (4 mins)
Arjun Murti on the record-high in the global demand for coal (11 mins)
Zero Summation 2022 update on the tanker, dry bulk markets (9 mins)
Packer & Co’s 4Q2022 letter: still heavy on cash and resources stocks (10 mins)
OAM Asian Recovery Fund’s 2022 letter with the case for Asian equities (17 mins)
Harris Kupperman: I just don’t know [what’s going to happen] (7 mins)
(listening time)
Jim Chanos thinks equity markets are getting speculative (22 mins)
Yanzhong Huang on the rise and fall of China’s zero-COVID policy (28 mins)
Shehzad Qazi of China Beige book on China’s reopening (45 mins)
Michael Causton at Smartkarma on Japanese consumer stocks (44 mins)
Jens Nordvig on what he perceives to be Japan’s debt crisis (49 mins)
Philippine president Bongbong Marcos interview with Gideon Rachman (29 mins)
Michael McGaughy talks about investing in frontier markets (38 mins)
Thank you for reading 🙏
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Actually come to think of it. Links to podcasts are really valuable