Latest
Portfolio update January 2022
Omicron bloodbath - staying the course. Estimated reading time: 7 mins
Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Deep-dive 2022-2: CK Hutchison
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Resources for Asia-focused investors
A list of the best resources available for investors in the region
Deep-dive 2022-1: Holcim Philippines
The highest-quality cement producer in Asia trading at a decade low valuation
Investing, Richard Lawrence-style
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins
