Deep-dive 2021-16: Jardine Cycle & Carriage
A clean bet on the recovery of the Indonesian auto market
A/H-share discounts
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Claire Barnes: Asia's Investment Prophets
A book from Claire Barnes about with investor perspectives on pre-crisis Asia
Deep-dive 2021-15: Okamoto
Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its condom business, which ranks as the #3 globally. The brand name is strong in Asia, where Okamoto dominates the premium segment. The operating margin for Okamoto’s
Reader question: Nintendo?
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