Thematic reports
Update: China Tower (788 HK)
China's telecom tower monopoly
Thematic reports
China's telecom tower monopoly
Free weekly watchlist updates, interviews and my favorite research links
India-focused investor at Gymkhana Partners
30 "hidden champions" identified
Indonesia’s largest paint manufacturer ramping up capacity +80%
5 Asian stocks with insider buying
Japan’s second-largest industrial gas business in full-on restructuring mode
The Bhumjaithai Party's impact on economic growth and Thai equities
South Korea's leading HR-tech company
Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus
The perfect business model
Malaysia's leading credit bureau gets a new CEO
CIO at Variant Perception
Visiting the Weird Shit Investing conference