Latest
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
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Long-term front-running
An introduction to value investing. Estimated reading time: 21 minutes
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