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.
The Asian pet industry
The rise of COVID-era "fur babies". Estimated reading time: 14 mins
China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.
Markus Husemann-Kopetzky on Pricing
On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes
Hartalega update (HART MK)
Getting close to an ASP bottom. Estimated reading time: 15 minutes.
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x
