Continuous glucose monitors offer benefits to both diabetics and health freaks alike. Estimated reading time: 9 minutes
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CEL Corporation, China's zero-COVID policy, November 2022 portfolio review
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Consumer companies benefit from China living with endemic COVID. Estimated reading time: 16 minutes
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8
Monster results from MAP Aktif plus tailwinds from a weaker US Dollar. Estimated reading time: 25 minutes
6
Codan, Geely, Dairy Farm International, Casio Computer
11
Deep-dive 2022-29: Codan (CDA AU)Watch now (7 min) | Australian metal detector producer selling ”picks and shovels in a gold rush”
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Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes
2
Tabcorp, Bukalapak, Bursa Malaysia, Pujiang International
7
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Deep-dive 2022-28: TabcorpWatch now (7 min) | Australian wagering monopoly recovering from COVID-19, helped by new regulation
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7
Kaveri Seed, Chinese property developers, Mark Mobius's new book
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Thoughts on inflation inspired by Mark Mobius's new book. Estimated reading time: 18 minutes
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