Thematic reports
Borrowing ideas from funds, part 4
Estimated reading time: 17 minutes
Links
Monday morning links
COVID restrictions easing, Chinese credit growth, Asian ETFs, Coupang, Keepers Holdings, Isamu Paint
Thematic reports
Mapping the Asian ETF market
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes
Links
Monday morning links
Shanghai's lockdown, Genting Singapore, Overseas Education, Nintendo, Zigen, the Manual of Ideas Asian Investing Summit 2022
Deep-dives
Genting Singapore (GENS SP)
Singapore's resort casino operator facing a border reopening and a 2nd phase expansion
Ask Me Anything on Asian equities
Feel free to ask anything that's on your mind
Links
Monday morning links
Sri Lanka's stock market crash, Thai Beverage, Mongolian Mining, Nvidia, Nintendo
Deep-dives
Thai Beverage (THBEV SP)
Thailand's spirits monopoly spirits company at P/E 16x
🎉 1-year anniversary 🎉
7 days before the price goes up
Links
Monday morning links
Singapore border re-opening, weaker Yen, T.Hasegawa, PAX Global
What you missed from Asian Century Stocks
A monthly reminder of the best posts you've missed
Japan
T. Hasegawa (4958 JP)
Japanese leading flavours & fragrances specialist at a discount to global peers