Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes
CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24 minutes.
The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
Portfolio review July 2023
Indonesia is in a bull market. Estimated reading time: 20 minutes
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
International Housewares Retail (1373 HK)
Hong Kong discount retailer at half the global peer group multiple