Asian Century Stocks

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Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's…
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China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
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Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
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Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
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Cash-rich Philippine gold miner listed in Australia
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Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
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The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters
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Niche Japanese automaker benefitting from a weak yen and easing of supply chains issues
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Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
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Indonesia’s palm oil ban Punchcard Investor on Nvidia (part 1) (NVDA US — US$489 billion) (estimated reading time) I wrote a comprehensive report on the…
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Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
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