Oriental Reflections
Monday Morning Notes and Portfolio Review. 2025, Week 44.
Oriental Reflections
This week’s note comes to you from the Qantas lounge in Hong Kong on Sunday evening. An exhausted 🐿️ reflects on a fascinating week in Hong Kong and Shenzhen. I am consolidating the 2 notes this week and the podcast will be back next week.
As mentioned last Monday, I spent the past few days sharing ideas with terrific bunch of self-styled ‘Macro Misfits’ and visiting a few corporates. Could not be more grateful to my co-hosts Gavekal’s
and Panview Capital’s Ryan Thall for their generosity and for putting on such an excellent event.
My pal (and fellow scribe)
was part of the delegation and we sat down on Saturday morning to record some reflections on the week (ahead of a failed mission to go Labubu doll shopping with and in Wan Chai - time to trim the Pop Mart (9992.HK) holding a bit more!).My chat with Erik will be airing on
’s channel - tomorrow (Monday) after the US close.