9 Questions with Afiq Isa
Private investor in Malaysia. Estimated reading time: 11 minutes
Private investor in Malaysia. Estimated reading time: 11 minutes
A discussion about Raghav's background, investment philosophy, Philippine equities, Digiplus, the Indonesian Rupiah, Cardig Aero Services, To Lam, Chinese & Indian stocks and his favorite book.
Sailing through the yen volatility. Estimated reading time: 31 minutes
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes
The yen probably bottomed at 162, China is experiencing deflation, hybrids seem to be winning, Malaysian FDI is booming, Vietnam is turning back to communism
Indonesia's leader auto maker at 6.1x P/E. Estimated reading time: 21 minutes
Top global book printer run by a master capital allocator at 7x P/E with net cash
The case for platinum group metals. Estimated reading time: 20 minutes
Japan’s yogurt giant scaling up to meet rising demand for its products
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins