Portfolio review January 2024
A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes
Fraud in Asia
A review of Tan & Robinson's 2014 book. Estimated reading time: 24 minutes
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
