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Monday morning links
China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Michael Fritzell
May 16
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Monday morning links
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Monday morning links
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
Michael Fritzell
May 9
7
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Monday morning links
The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters
Michael Fritzell
May 2
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Monday morning links
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…
Michael Fritzell
Apr 25
8
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Monday morning links
COVID restrictions easing, Chinese credit growth, Asian ETFs, Coupang, Keepers Holdings, Isamu Paint
Michael Fritzell
Apr 18
6
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Monday morning links
Shanghai's lockdown, Genting Singapore, Overseas Education, Nintendo, Zigen, the Manual of Ideas Asian Investing Summit 2022
Michael Fritzell
Apr 11
8
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Monday morning links
Sri Lanka's stock market crash, Thai Beverage, Mongolian Mining, Nvidia, Nintendo
Michael Fritzell
Apr 4
7
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3
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Monday morning links
Singapore border re-opening, weaker Yen, T.Hasegawa, PAX Global
Michael Fritzell
Mar 28
4
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Monday morning links
Chinese tech stock recovery, Japan shareholder activism, new Substack app
Michael Fritzell
Mar 21
3
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Monday morning links
New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony
Michael Fritzell
Mar 14
5
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Monday morning links
Higher oil & wheat prices, Baiyunshan Pharma, Coupang and Korean prefs
Michael Fritzell
Mar 7
9
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Monday morning links
Special edition with links related to the war in Ukraine
Michael Fritzell
Feb 28
6
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