Monday morning links
China's ban on non-essential overseas travel, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Deep-dive 2022-13: Uni-President China
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
Monday morning links
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.
Deep-dive 2022-11: Subaru
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Portfolio update April 2022
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Monday morning links
Indonesia's palm oil export ban, Nvidia, Asian airports, fund holdings review
Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
Monday morning links
COVID restrictions easing, Chinese credit growth, Asian ETFs, Coupang, Keepers Holdings, Isamu Paint
Mapping the Asian ETF market
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes
Monday morning links
Shanghai's lockdown, Genting Singapore, Overseas Education, Nintendo, Zigen, the Manual of Ideas Asian Investing Summit 2022
Deep-dive 2022-10: Genting Singapore
Singapore's resort casino operator facing a border reopening and a 2nd phase expansion