Thematic reports
The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Links
Monday morning links
Haw Par Corporation, HFDC Bank, The Lottery Corporation, Fairfax India, Anycolor
Deep-dives
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Thematic reports
Special webinar: How you can identify fraud
Planned for Sunday 22 January 2023. Estimated watching time: 45 minutes
Mainland China
China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
Links
Monday morning links
Deep-dive 2023-1, Nippon Ichi Software, anime stocks
Mainland China
Hello Group (MOMO US)
Chinese social media company at a COVID-19 inflection point
Thematic reports
Anime is hot again
Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes
Links
Monday morning links
Magellan Financial Group, December 2022 portfolio review, China's border reopening
Thematic reports
China's borders are reopening
Outbound tourism is set to resume on 8 January 2023. Reading time: 11 minutes
Links
Monday morning links
Futu, 2022 reviews & 2023 predictions
Thematic reports
2023 predictions
Bonds, the US Dollar and Chinese consumer stocks. Estimated reading time: 3 minutes