Links

Links

Monday morning links

Japanese border reopening, FANUC, YUM China, A2 Milk, KSK, YAVB podcast

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Michael Fritzell May 30, 2022

Links

Monday morning links

China April statistics, Macau junket operators, CNOOC, industrial robots

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Michael Fritzell May 23, 2022

Links

Monday morning links

China's ban on non-essential overseas travel, Indian inflation, Uni-President China, Tencent, Nvidia, Shein

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Michael Fritzell May 16, 2022

Links

Monday morning links

Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls

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Michael Fritzell May 9, 2022

Links

Monday morning links

The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters

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Michael Fritzell May 2, 2022

Links

Monday morning links

Indonesia's palm oil export ban, Nvidia, Asian airports, fund holdings review

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Michael Fritzell Apr 25, 2022

Links

Monday morning links

COVID restrictions easing, Chinese credit growth, Asian ETFs, Coupang, Keepers Holdings, Isamu Paint

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Michael Fritzell Apr 18, 2022

Links

Monday morning links

Shanghai's lockdown, Genting Singapore, Overseas Education, Nintendo, Zigen, the Manual of Ideas Asian Investing Summit 2022

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Michael Fritzell Apr 11, 2022

Links

Monday morning links

Sri Lanka's stock market crash, Thai Beverage, Mongolian Mining, Nvidia, Nintendo

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Michael Fritzell Apr 4, 2022

Links

Monday morning links

Singapore border re-opening, weaker Yen, T.Hasegawa, PAX Global

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Michael Fritzell Mar 28, 2022

Links

Monday morning links

Chinese tech stock recovery, Japan shareholder activism, new Substack app

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Michael Fritzell Mar 21, 2022

Links

Monday morning links

New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony

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Michael Fritzell Mar 14, 2022