Monday morning links
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
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Insider activity September 2026
5 stocks in Singapore, China, Hong Kong and South Korea
This Week in Asia #47
Coupang + DFI Retail + AI bubble
A temporary glitch?
Deep-dive: Coupang (CPNG US)
This Week in Asia #46
Thai FMCG company Neo reported higher Q2 profits, partly helped by lower input costs. Korean index provider FnGuide upgraded its return-on-equity target from 18% to 30%. Indonesian paint maker Avia Avian stayed out of the sale of AkzoNobel's Southeast Asian unit, which went to Nippon Paint