Masks off!
Face masks during COVID-19 caused a mix shift from colour cosmetics to skincare. That trend could eventually reverse. Estimated reading time: 19 minutes
Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Monday morning links
Haw Par Corporation, HFDC Bank, The Lottery Corporation, Fairfax India, Anycolor
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Special webinar: How you can identify fraud
Planned for Sunday 22 January 2023. Estimated watching time: 45 minutes
China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
Anime is hot again
Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes
Monday morning links
Magellan Financial Group, December 2022 portfolio review, China's border reopening
China's borders are reopening
Outbound tourism is set to resume on 8 January 2023. Reading time: 11 minutes
2023 predictions
Bonds, the US Dollar and Chinese consumer stocks. Estimated reading time: 3 minutes
2022 recap
30 Asian value stocks - each with their own stories. Estimated reading time: 23 mins