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Weekly newsletter with links to stock pitches, investment-related articles and podcasts

Asia is catching up in vaccinations: Japan’s vaccination rate has overtaken that of the United States. South Korea is not far behind. Thailand re-openi…
The MSCI Growth / Value ratio is back to a record high: Christopher Wood at Jefferies showed that the MSCI World Growth / Value is back at a record hig…
Japanese PM Suga resigned: Yoshihide Suga announced that he would resign as Japan’s prime minister to focus fully on dealing with COVID-19. Chinese cra…
Chinese “reforms” continue: Xi Jinping using Mao’s old slogan “common prosperity” led to weakness in luxury goods stocks. The antigraft watchdog is now…
Chinese taxes: Xi Jinping vowed to “adjust excessive incomes” as part of his “common prosperity” agenda. Exactly what that means is unclear. It could p…
Schools in Beijing have stopped using foreign textbooks, following a similar move by Shanghai schools a few weeks ago. Foreign language apps have also …
Chinese state media called online gaming “spiritual opium”, sending game stocks limit-down. One day later, Tencent limited the amount of time children …
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