Monday morning links
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
United Plantations, Xpeng, Gogoro, Magnachip, Kenkyo Investing interview, Rob Citrone
Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang
June 2022 portfolio review, corp gov screen, Nintendo, Jay Newman, Calafia Beach Pundit
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
China's ban on non-essential overseas travel, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
Indonesia's palm oil export ban, Nvidia, Asian airports, fund holdings review
COVID restrictions easing, Chinese credit growth, Asian ETFs, Coupang, Keepers Holdings, Isamu Paint