- Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)
- The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)
- On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)
- The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)
- India Has a $1.2 Trillion Plan to Snatch Factories From China (Bloomberg)
- Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)
- Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)
- World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)
- China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)
- Unpacking Your Portfolio’s Exposure to China (WisdomTree)
- Emerging-Market Capital Outflow Risk Rises With US Dollar (Bloomberg)
- India Is the ‘Best Bet’ in the Global Economy, Says Conglomerate Exec (CNBC)
- Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
- China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)
- Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- ‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)
- Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update
- Forbes Asia 100 To Watch 2022
- Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)
- One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)
- US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)
- What’s Going on in the Chinese Real Estate Market? (Yielddive)
- Go to Southeast Asia, Young One (FT)
- The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)
- In Depth: How Chinese Private Equity Firms Got Scammed by Their Own Sales Teams (Caixin)
- China’s Power Crisis Worsens As More Factories Suspend Operations (ZeroHedge)
- Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)
- Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)
- China Is Preparing To Go To War (19fortyfive.com)
- Geopolitics: The World is Splitting Into Two (Goldmoney)
- Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)
- Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)
- Five Chinese State-owned Companies to Delist from NYSE (Reuters)
- 2022, Xi Jinping’s Annus Horribilis: Or is it? (Asia Society)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)
- Maybe Oct Before Meaningful Macau Casino Biz: JP Morgan (GGR)
- Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)
- Quarterly Frontier Markets Recap – 2Q22 (Fitch)
- Pelosi Is Irrelevant: China Was Already Planning An Invasion Of Taiwan (Zero Hedge)
- Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge)
- China’s Housing Crisis is an Institutional Crisis (Andrew Batson’s Blog)
- Most Macau Casinos Reopen But Business Seen Bleak (GGRAsia)
- Pakistan’s Coming Collapse Should Worry the World (National Interest)
- Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)
- Dominoes – #13: On Bad Debt and Chinese Banks (The Last Bear Standing)
- “We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge)
- VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)
- Putin and Xi’s Bet on the Global South (WSJ)
- Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)
- Growing Number Of CEOs Asking About Risk Of War Between China & Taiwan (Zero Hedge)
- The Making of Saudi Inc. (Bloomberg)
- How Realistic are China’s Chip Ambitions? (The Asset)
- How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)
- Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)
- The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)
- A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)
- Russia’s Bourse to Start Trading HK Stocks (Asia Times)
- Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)
- Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)
- Asian Equities Well-positioned Against Global Recession (The Asset)
- Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)
- Pakistan On The Verge Of Inflationary Collapse – Pleads For Larger IMF Bailout (Zero Hedge)
- Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)
- Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
- Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)
- Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide (EMS Substack)
- The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 2: Water (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)
- China Will be Deglobalization’s Big Loser (The Asset)
- Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)
- EMEA Companies Most Exposed to Russia (FitchRatings)
- MENA Equities: Five Key Themes and Reasons for Optimism (Franklin Templeton)
- Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)
- Why Did Monde Nissin Corporation Decide to go Public Amid the Pandemic? (The Asset)
- Frontier Markets Post-pandemic (Capital Group)
- China: Navigating the Regulatory Landscape (UBS AM)
- Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)
- Evergrande Debt Crisis Shines Light on China Real Estate Bubble (Nikkei Asia)
- Regulatory Shifts in China: A New Fork in the Road? (The Asset)
- China beyond Evergrande: Contagion or containment? (PineBridge Investments)
- Evergrande Crisis and Contagion Risks (Franklin Templeton)
- Letter From Asia: Evergrande is No Lehman (Nuveen)
- China’s Tech Crackdown: Its About Control, Not Consumers or Competition! (Musings on Markets)
- China Venture Capital Deals Shrink Amid Regulatory Concerns (Nikkei Asia)
- Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)
- Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)
- Wall Street Reacts To China’s Latest Regulatory Masterplan Which Spells Pain For The Next Five Years (Zerohedge)
- Vietnam Emerges as Southeast Asia’s Next Fintech Battleground (Nikkei Asia)
- Zomato IPO Shows Foreign Investors Fueling India’s Tech Battle (Nikkei Asia
- What if America Delists Chinese Firms? (The Asset)
- Singapore’s Temasek in for Long Haul With In-house Startups (Nikkei Asia)
- COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)
- 2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)
- 2021 Midyear Asia Equities Outlook: The Right Side of Disruption (PineBridge Investments)
- Dingdong IPO: What to Know About Dingdong (City Index)
- Chinese Tech IPOs in US Rebound After Two-Month Lull (Nikkei Asia)
- Indonesian Conglomerate CT Corp Embarks on Journey Toward IPO (Nikkei Asia)
- “This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)
- US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)
- 5 Growth Opportunities in India (William Blair)
- China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)
- The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)
- Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)
- Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)
- Exclusive-India’s Inclusion Into Key Govt Bond Index Pushed Back to Next Year – Sources (Reuters)
- When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate
- Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)
- Chartbook #153: The South Asian Polycrisis (Chartbook Substack)
- Five Myths About China. And Why They Will Get Us Killed (American Mind)
- What Went Wrong for Terry Smith’s Trust? (FT Adviser)
- Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)
- ‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)
- What Goes Up: China’s Employment Crisis (J Capital Research)
- Russia’s Exclusion Potentially Paves Way For India Into Global Bond Index (Bloomberg)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)
- Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)
- US-China Business Council Member Survey 2022
- Korea, Japan Companies Expanding in Vietnam (The Asset)
- Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star)
- China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)
- China’s Rocky Economy Is a Major Warning for the U.S. (InvestorPlace)
- Factbox-Highlights of the U.S.-China Audit Deal (Reuters)
- China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)
- Analysis: China Investors Hedge U.S. Delisting Risk With Hong Kong Play (Reuters)
- Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)
- Deglobalization Is Inflationary (Of-Two-Minds)
- The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)
- Bolstering Building Blocks and Silicon Shields (Franklin Templeton)
- Baby Bust: China’s Looming Demographic Disaster (Spectator)
- Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)
- China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge)
- Digging Deeper: China vs. Taiwan Conflict Links & Resources (August 2022)
- China Is Pushing for a Baby Boom. It’s Getting a Baby Bust (Sixth Tone)
- Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Macau July GGR Lowest Month Since 2003 Show Govt Data (GGR Asia)
- Kitty Special: This Month in China, July 2022 (Twitter Thread)
- China’s Central Bank Seeks to Mobilise $148bn Bailout for Real Estate Projects (Financial Times)
- Powell Pushing Asia Into a New Financial Crisis (Asia Times)
- Emperador Lists in Singapore to Pursue Global Growth (The Asset)
- Interview with Herald van der Linde (Asian Century Stocks)
- The Coming Removal of the Mandate in China, Part 4: Oil (General Crisis Watch)
- Suppliers of Delinquent Developers Complain They Can’t Pay Their Bills (Caixin)
- Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)
- These Are The Countries With The Highest Default Risk (Zero Hedge)
- China On Verge Of Violent Debt Jubilee As “Disgruntled” Homebuyers Refuse To Pay Their Mortgages (Zero Hedge)
- Executives Seek Briefings on Taiwan War Risk (Financial Times)
- Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)
- India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge)
- In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)
- Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)
- Philippines Globe Telecom to Raise Funds, Expand (The Asset)
- Russia Is Winning the Financial War (Lewrockwell.com)
- China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)
- India: Three Themes Driving Growth (Franklin Templeton)
- May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)
- 20 Rules for Investing in Vietnam (Asian Century Stocks Substack)
- There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)
- 40,000 Factories At Risk Of Closing In Pakistan’s Commercial Capital Amid Fuel Crisis (Zero Hedge)
- Is Pakistan About to Pop? (Petition Substack)
- Sri Lanka’s PM Describes Sri Lanka’s Crisis (@RW_UNP)
- Investing in HK Stocks (Turtles Substack)
- Food Riots In Sri Lanka Turn Deadly As Protesters Beat Up Police, Burn Down Politicians’ Houses (Zero Hedge)
- Sri Lanka’s Difficult Road Ahead (Manulife IM)
- Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics (Franklin Templeton)
- The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)
- The Renminbi’s Creeping Internationalisation (BNP Paribas)
- How to Think About Investing in China Today (Capital Group)
- Spotlight on Saudi Arabia (Franklin Templeton)
- Russia, Ukraine and China (Franklin Templeton)
- 2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)
- What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)
- Is India the Next Internet and Digitalization Frontier? (Franklin Templeton)
- China Will Not Be Able To Offset Its Property Bubble Easily (Daniel Lacalle)
- China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)
- Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)
- Key Apple, Tesla Suppliers Halt Production Amid China Power Crunch (Nikkei Asia)
- Evergrande Explained (KraneShares)
- Evergrande on Brink of Collapse: 4 Things to Know (Nikkei Asia)
- China’s Regulatory Tightening: Our View on Goals and Scope (Franklin Templeton)
- Indonesia to Jump on IPO Boom by Listing 14 State-owned Companies (Nikkei Asia)
- Why China’s Stock Market Tumble is Giving India’s a Lift (Nikkei Asia)
- Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)
- Alternative Data in China (Man Institute)
- The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)
- Will China’s Digital Yuan Vanquish the Dollar? (Nikkei Asia)
- Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)
- Push for US-listed China Firms to Disclose Interference Risks (The Standard)
- Beijing’s Didi Blast Shakes $2tn of China Stocks in US (Nikkei Asia)
- Thai Bourse Aims for ‘Sexy’ IPOs to Boost Appeal for Investors (Nikkei Asia)
- Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)
- 2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- After Grab: ASEAN’s Tech Giants Produce a New Startup Generation (Nikkei Asia)
- Grab’s $40bn SPAC Plan Puts CEO Anthony Tan in Driver’s Seat (Nikkei Asia)
- Decade-high Food Prices Hit Asian Consumers and Businesses (Nikkei Asia)
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