Wars are one of the greatest destroyers of capital. In Barton Bigg’s book “Wealth, War & Wisdom”, he makes the case that to protect your capital during…
Estimated reading time: 20 mins
Estimated reading time: 19 minutes
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
A list of the best resources available for investors in the region
The "Guide to Asia-Pacific Markets 2022" report
I recently asked my Twitter followers what funds might be worth tracking here in Asia and received many suggestions. Since then, I have tried to…
To add further value to each subscriber, I have decided to make my portfolio public. This portfolio represents a large portion of my own net worth. So…
Claire Barnes book "Asia's Investment Prophets" from 1995
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Here’s a follow-up on my review of the key fund holdings of major Asia-focused funds. I will release new editions as I find more high-quality funds to…
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes