Portfolio update August 2026

A rally in Japanese SaaS stocks

Emerging market life cycles

An assessment of country cycles in 2026

Alan: Creek & River (4763 JP)

Japanese talent agency micro-cap

This Week in Asia #40

Alibaba + Baguio Green Group + Trip.com

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