Claude for Equity Research
Claude Projects, Claude for Microsoft Office, Cowork and Dispatch
This Week in Asia #40
Alibaba + Baguio Green Group + Trip.com
Deep-dive: Trip.com (TCOM US)
China's largest online travel agent, now expanding internationally
This Week in Asia #39
Freee + CTOS Digital + China Tower
Update: China Tower (788 HK)
China's telecom tower monopoly
Interview: Ryan Albert
A hedge fund manager view on South Korea's corporate governance reforms
Insider activity July 2026
Five Asian stocks with insider buying
This Week in Asia #38
Nintendo, Seria, Integral
Integral (5842 JP)
Japanese private equity firm raising a sixth fund
Interview with Roderick van Zuylen
CIO of Night Watch Investment Management and contributor to KEDM
Portfolio update July 2026
New Indonesian position
Interview: Andrei Stetsenko
India-focused investor at Gymkhana Partners
Hidden Champions of South Korea
30 "hidden champions" identified