China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters
Indonesia’s palm oil ban Punchcard Investor on Nvidia (part 1) (NVDA US — US$489 billion) (estimated reading time) I wrote a comprehensive report on the…
COVID restrictions easing, Chinese credit growth, Asian ETFs, Coupang, Keepers Holdings, Isamu Paint
Shanghai's lockdown, Genting Singapore, Overseas Education, Nintendo, Zigen, the Manual of Ideas Asian Investing Summit 2022
Sri Lanka's stock market crash, Thai Beverage, Mongolian Mining, Nvidia, Nintendo
Singapore border re-opening, weaker Yen, T.Hasegawa, PAX Global
Chinese tech stock recovery, Japan shareholder activism, new Substack app
New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony
Higher oil & wheat prices, Baiyunshan Pharma, Coupang and Korean prefs
Special edition with links related to the war in Ukraine