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Hong Kong
Six contrarian bets in Hong Kong
Estimated reading time: 19 mins
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Monday morning links
Portfolio
Portfolio update November 2021
Deep-dives
Sempio Foods (248170 KS)
Sempio Foods (248170 KS) is Korea’s leading soy sauce producer. It has a 60% market share for soy sauce domestically and strength in a variety of related condiments such as bean pastes and chilli sauces. The company was initially established as the Samsi Soy Sauce Brewery in 1946. Founding
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Monday morning links
Mainland China
Will China become socialist again?
Estimated reading time: 15 minutes
Singapore
Singapore residential property
Estimated reading time: 19 minutes
Thematic reports
11 Questions with "Hide not Slide"
Stock exchange specialist and author of the Substack "Front Month"
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Monday morning links
Thematic reports
Borrowing ideas from funds, part 2
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of
Japan
Reader question: The Bank of Kyoto?
Estimated reading time: 16 minutes