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Robin Harding Profile picture
Robin Harding
@RobinBHarding
Tokyo bureau chief for the Financial Times. Recovering Fed-watcher. Blathering here about Japan and the global economy.
May 17, 2023 • 15 tweets • 4 min read
Sohn Hong Kong 2023 conference. First up is Eric Wong of Stillpoint Investments, pitches long LBX Pharmacy markets.ft.com/data/equities/… Next up is Fei Sun of Epimelis Capital. Pitches long BYD A-share versus short BYD H-share. Thesis is widening US/China rates spread drives A-share premium, 5% positive carry, Buffett selling down BYD stake in H-shares.
Feb 19, 2019 • 8 tweets • 2 min read
A few thoughts from Japan on Honda's sad decision to close Swindon. (Honda will hold a press conference in Tokyo at 8am UK time.) There are two questions: why and why now? I think the answers are different. 1/ Why? Frankly, Swindon *never* made an adequate return for Honda. There's too much capacity in Europe and the situation got worse and worse as Honda’s market share fell. Output at 160k last year is sub-scale. It’s an obvious business decision to close it. 2/