Lithium is moving into oversupply
Demand growth will probably decelerate as subsidies are phased out. Supply should eventually react to higher prices. Estimated reading time: 14 minutes
Latest
Monday morning links
Nippon Sanso, Fukuda Denshi, Asia share buybacks, 2023 box office, Japanese trading companies
Asia buyback screen, 2023 version
Stocks in the Asia-Pacific that have announced share buybacks this year. Estimated reading time: 11 minutes
The 2023 box office looks promising
Expect another year of recovery. Estimated reading time: 14 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Masks off!
Face masks during COVID-19 caused a mix shift from colour cosmetics to skincare. That trend could eventually reverse. Estimated reading time: 19 minutes
Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Monday morning links
Haw Par Corporation, HFDC Bank, The Lottery Corporation, Fairfax India, Anycolor
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Special webinar: How you can identify fraud
Planned for Sunday 22 January 2023. Estimated watching time: 45 minutes
China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
