Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Investing, Fast and Slow
Reflections about Kahneman's book "Thinking, Fast and Slow"
The luxury wristwatch market may have bottomed
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms