Thematic reports
Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Links
Monday morning links
A Hong Kong-based conglomerate and Bengaluru Airport
Deep-dives
CK Hutchison (1 HK)
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Thematic reports
Resources for Asia-focused investors
A list of the best resources available for investors in the region
Links
Monday morning links
Special report on cement stocks
Thematic reports
Introduction to ASEAN cement
Estimated reading time: 19 mins
Philippines
Holcim Philippines (HLCM PM)
The highest-quality cement producer in Asia trading at a decade low valuation
Links
Monday morning links
Thematic reports
New predictions for 2022
Estimated reading time: 4 minutes
Short subscriber survey
Thematic reports
Investing, Richard Lawrence-style
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins
Links