Didi turnaround anyone? HK IPO wen? $DIDIY

We are so back baby! $URA $NXE

Don’t average losers

Softbank has a stake in OpenAI, more paper profits for them if the $500 billion valuation is reached. Steep discount to NAV on this one. Rare listed way to play OpenAI exposure (should someone want to).

Do I have it right that after securing nuclear disarmament with North Korea and solving the Palestine conflict Trump will now secure a peace deal with Russia?

July & YTD hedge fund scorecard

Tairen Capital in HK discloses $IBIT as its top US holding ($144 million). I worry that too many smart people worry about debasement of fiat.

Meet the new governor of the BoJ.

So I'm old enough to remember when China was uninvestible. Now every news clip I see, every lunch I attend, every allocator I speak to, is kind of checking out China, like hey, have you heard, it's kinda cheap, and it's not US. Just saying, early innings I feel.

She's a 9.5 but expensive maintenance, would you?

The Shanghai Stock Exchange Composite Index jumped 0.9% to close at 3,728 on Monday, its strongest finish since August 2015.

It’s a tough era to be a paper hand

Primary research. This is what it takes to gain an edge. Generating pure alpha. I’m in the arena trying stuff. Some will work. Mandarin Oriental may go to the moon or zero, who knows $M04

Make number go up. Newborn Town 9911:HK understands this assignment 🫡

De(emerging) Market primary research trip. Get long paccheri 🇮🇹

Banca d’Italia, not setting interest rates since 1999

Asia/China focused fundamental LS managers post best monthly returns since September 2024 driven by strong alpha contribution. Chinese equities saw the largest net inflows since September 2024. Gross allocation to China in the GS Prime book at 2 year highs.

China/Japan/Korea are well positioned to leverage AI to offset their demographic issues, potentially achieving higher-than-expected LT GDP growth & challenging the structural bear case on their equity markets. BofA analysts forecast Taiwan's AI foundry, Korea's HBM & China's AI