Portfolio
Portfolio update April 2022
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Links
Monday morning links
Indonesia's palm oil export ban, Nvidia, Asian airports, fund holdings review
Thematic reports
Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
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