Latest
Deep-dives
Boustead Singapore (BOCS SP) － 2024 update
Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes
Thematic reports
Alternative data for dummies
Estimated reading time: 18 minutes
Thematic reports
9 Questions with Afiq Isa
Private investor in Malaysia. Estimated reading time: 11 minutes
China Overseas Property (2669 HK)
SOE managing a growing portfolio of properties at 8.3x P/E
Thematic reports
Interview: Raghav Kapoor, Co-founder & CEO of Smartkarma
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.
Portfolio
Portfolio review August 2024
Sailing through the yen volatility. Estimated reading time: 31 minutes
Thematic reports
Complete guide to Singapore REITs
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes
Thematic reports
10 Questions with Alex Sweet
UK-based fund manager and Substack author
Thematic reports
3Q2024 update: There Will Be Blood
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
Links
Links August 2024
13 investment-related write-ups, 9 articles and 8 podcast episodes
Deep-dives
Astra International (ASII IJ) － 2024 update
Indonesia's leader auto maker at 6.1x P/E. Estimated reading time: 21 minutes