IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt
The cocoa question
Prices have spiked but no sign of a peak. Estimated reading time: 14 minutes
Portfolio review December 2023
Some further help from the weak US Dollar. Estimated reading time: 21 minutes
China worries
Dissecting four of the most common pushbacks against investing in Chinese equities. Estimated reading time: 19 mins
Portfolio review November 2023
This feels like an inflection point. Estimated reading time: 24 minutes.