Links
Monday morning links 🔗
CEL Corporation, China's zero-COVID policy, November 2022 portfolio review
Links
CEL Corporation, China's zero-COVID policy, November 2022 portfolio review
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Codan, Geely, Dairy Farm International, Casio Computer
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Tabcorp, Bukalapak, Bursa Malaysia
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Kaveri Seed, Chinese property developers, Mark Mobius's new book
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PAX Global, October portfolio update, Asian shipbuilding
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Casio Computer, Sea Limited, Hong Kong insider buying screen
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Nippon Sanso, Metals X, Japan Reliance Service Corporation
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VTech, Chang'an Automobile, Value Partners, Nihon Falcom
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Alibaba, Softbank, CITIC, Malaysian Smelting Corporation
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Koito Manufacturing, Prosus, Yodogawa Steelworks, Pentamaster International
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Anicom, the automotive chip crisis, Jeff Gundlach, Stan Druckenmiller, Chris Redl
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Swire Pacific B-share, Uni-Charm Indonesia, Chinese cloud industry and Chris Wood