What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
Latest
International Housewares Retail (1373 HK)
Hong Kong discount retailer at half the global peer group multiple
The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes
Multi Bintang update (MLBI IJ)
The return of tourists to Bali the last piece of the Multi Bintang puzzle. Estimated reading time: 17 minutes
Book review: The Culture Map
A summary of Erin Meyer's book on culture. Estimated reading time: 16 minutes
Book review: Asian Godfathers
A book by Joe Studwell on how to become an Asian tycoon. Estimated reading time: 22 minutes
Hidden champions among China's ADRs
An attempt to find the best Chinese businesses listed in the United States. Estimated reading time: 32 minutes
Hong Kong's tourism boom
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes
Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
