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L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
Portfolio review July 2023
Indonesia is in a bull market. Estimated reading time: 20 minutes
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
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
Erin Meyer: 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