Thematic reports
Claire Barnes: Asia's Investment Prophets
A book from Claire Barnes about with investor perspectives on pre-crisis Asia
Thematic reports
A book from Claire Barnes about with investor perspectives on pre-crisis Asia
Thematic reports
Author of the Tabbush Report on Asian bank stocks
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Thematic reports
Introduction to the sector
Japan
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’
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Deep-dives
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Australia/NZ
A2 Milk Company (A2M AU) is a dairy company based in Auckland, New Zealand. It started as a producer of liquid milk and has become dominant in this segment in Australia. In 2010, it launched an infant formula product that has become a massive success in China. The company’s
Japan
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