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By Michael Fritzell · Hundreds of paid subscribers
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Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Jun 27
5
Deep-dive 2022-17: Sony
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
Jun 26
12
Table of contents
A list of all previous write-ups
Oct 8, 2021
4
2
Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Jun 20
6
Most popular
Protecting your capital during a war
21
Battling a bear market
22
Inside the mind of a bear
16
Singapore residential property
9
3
Resources for investors
13
8
20 rules for investing in Vietnam
16
See all popular
New
Community
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Jun 19
5
Deep-dive 2022-16: Dream International
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Jun 16
4
Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Jun 13
10
Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
Jun 12
4
20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Jun 8
16
Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Jun 6
10
Deep-dive 2022-15: Kyushu Railway
Railway operator and real estate developer with COVID-19 catalysts
Jun 5
7
Portfolio update May 2022
Solid contributions from Jardine C&C, CNOOC and Multi Bintang
May 31
7
12
See all
Most popular
Protecting your capital during a war
21
Battling a bear market
22
Inside the mind of a bear
16
Singapore residential property
9
3
Resources for investors
13
8
20 rules for investing in Vietnam
16
See all popular
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Deep-dives for paid subscribers
Deep-dive 2022-3: MAP Aktif Adiperkasa
Deep-dive 2022-1: Holcim Philippines
Deep-dive 2021-25: Hanssem
Deep-dive 2021-24: Fairwood
Deep-dive 2021-22: Daiichi Kosho
Deep-dive 2021-21: Multi Bintang
Deep-dive 2021-17: TravelSky
Deep-dive 2021-16: Jardine Cycle & Carriage
Deep-dive 2021-14: A2 Milk Company
Deep-dive 2021-13: Bloomberry Resorts
Deep-dive 2021-12: QAF
Deep-dive 2021-10: United Plantations
Deep-dive 2021-9: BAT Malaysia
Deep-dive 2021-8: Genki Sushi
Deep-dive 2021-6: China Unicom
Deep-dive 2021-5: Sanrio Company, Ltd
Deep-dive 2021-4: Ichigo Hotel REIT Investment Corporation
Deep-dive 2021-3: Malaysia Airports Holdings Berhad
Deep-dive 2021-1: Dairy Farm
Deep-dive 2020-8: Yantai Changyu Pioneer Wine
Deep-dive 2020-6: Weibo Corporation
Deep-dive 2020-5: CNOOC Ltd
Deep-dive 2020-4: SATS Ltd
Deep-dive 2020-3: Major Cineplex Group Public Co Ltd
Deep-dive 2020-1: Haw Par Corporation Ltd
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