Weekly
This Week in Asia #42
Air Water + FnGuide + Fu Shou Yuan
Latest
Deep-dives
Deep-dive: Philippine Seven (SEVN PM)
Convenience store operator at 13x P/E
Deep-dives
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
Weekly
This Week in Asia #41
Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to
Portfolio
Portfolio update August 2026
A rally in Japanese SaaS stocks
Emerging market life cycles
An assessment of country cycles in 2026
Deep-dives
Alan: Creek & River (4763 JP)
Japanese talent agency micro-cap
Weekly
This Week in Asia #40
Alibaba + Baguio Green Group + Trip.com
Deep-dives
Trip.com (TCOM US)
China's largest online travel agent, now expanding internationally
Weekly
This Week in Asia #39
Freee + CTOS Digital + China Tower
Deep-dives
Update: China Tower (788 HK)
China's telecom tower monopoly
Thematic reports
Interview: Ryan Albert
A hedge fund manager view on South Korea's corporate governance reforms