Portfolio review September 2024
China is where it's at. Estimated reading time: 27 minutes
Live stream with Daye Deng
Equity research analyst writing the East Asia Stock Insights Substack
Hong Kong property amid rate cuts
A historic moment for Hong Kong's property market. Estimated reading time: 27 minutes
Boustead Singapore (BOCS SP) － 2024 update
Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes
9 Questions with Afiq Isa
Private investor in Malaysia. Estimated reading time: 11 minutes
Interview: Raghav Kapoor, Co-founder & CEO of Smartkarma
A discussion about Raghav's background, investment philosophy, Philippine equities, Digiplus, the Indonesian Rupiah, Cardig Aero Services, To Lam, Chinese & Indian stocks and his favorite book.
Portfolio review August 2024
Sailing through the yen volatility. Estimated reading time: 31 minutes
Complete guide to Singapore REITs
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes