Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.
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This Week in Asia #47
Coupang + DFI Retail + AI bubble
A temporary glitch?
Deep-dive: Coupang (CPNG US)
This Week in Asia #46
Thai FMCG company Neo reported higher Q2 profits, partly helped by lower input costs. Korean index provider FnGuide upgraded its return-on-equity target from 18% to 30%. Indonesian paint maker Avia Avian stayed out of the sale of AkzoNobel's Southeast Asian unit, which went to Nippon Paint
Portfolio update September 2026
Asian tourism, smart locks and Philippine IPOs