Monday morning links
Indonesia's palm oil export ban, Nvidia, Asian airports, fund holdings review
Latest
Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
Monday morning links
COVID restrictions easing, Chinese credit growth, Asian ETFs, Coupang, Keepers Holdings, Isamu Paint
Mapping the Asian ETF market
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes
Monday morning links
Shanghai's lockdown, Genting Singapore, Overseas Education, Nintendo, Zigen, the Manual of Ideas Asian Investing Summit 2022
Deep-dive 2022-10: Genting Singapore
Singapore's resort casino operator facing a border reopening and a 2nd phase expansion
Monday morning links
Sri Lanka's stock market crash, Thai Beverage, Mongolian Mining, Nvidia, Nintendo
Deep-dive 2022-8: T. Hasegawa
Japanese leading flavours & fragrances specialist at a discount to global peers
Portfolio update March 2022
Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes
Monday morning links
Chinese tech stock recovery, Japan shareholder activism, new Substack app