Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.
Latest
Portfolio review March 2024
Monthly update about my personal Asia-focused portfolio of stocks.
Sony (6758 JP) － 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes
Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
Book review: Wild Ride
A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes
Delfi (DELFI SP) － 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes
