Asia is catching up in vaccinations: Japan’s vaccination rate has overtaken that of the United States. South Korea is not far behind. Thailand re-openi…
Ultrajaya Milk (ULTJ IJ) is the leading dairy company in Indonesia. Its most popular product “Ultra Milk” has a market share of roughly 40% and dominat…
I have received several questions from readers on whether it’s the right time to buy Ping An Insurance (2318 HK / 601318 CH). Here is an attempt to ans…
The MSCI Growth / Value ratio is back to a record high: Christopher Wood at Jefferies showed that the MSCI World Growth / Value is back at a record hig…
Estimated reading time: 14 minutes
Japanese PM Suga resigned: Yoshihide Suga announced that he would resign as Japan’s prime minister to focus fully on dealing with COVID-19. Chinese cra…
Disclaimer: This article and related PowerPoint presentation constitute the author’s personal views only and is for entertainment purposes only. It is …
Estimated reading time: 18 mins
Chinese “reforms” continue: Xi Jinping using Mao’s old slogan “common prosperity” led to weakness in luxury goods stocks. The antigraft watchdog is now…
Estimated reading time: 15 mins
Chinese taxes: Xi Jinping vowed to “adjust excessive incomes” as part of his “common prosperity” agenda. Exactly what that means is unclear. It could p…
TravelSky Technology (696 HK) is a Chinese travel technology company owned by state holding company SASAC and the Chinese airlines. The company provide…