Portfolio update February 2022
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
Latest
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
Monday morning links
Introduction to Asian equity markets, Uni-Charm Indonesia, ITFOR, Paxlovid approval
Introduction to Asia-Pacific markets
The "Guide to Asia-Pacific Markets 2022" report
Monday morning links
Korean cosmetics, Century 21 Real Estate, Packer & Co and OAM Asian Recovery Fund
LG Household & Healthcare pref (051905 KS)
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Monday morning links
Chinese housing, Malaysian furniture and home improvement, EV batteries and Xiaomi
The Chinese property market is turning
A new credit cycle is brewing in China, benefitting property developers. But don't expect a return to the heydays of the early 2010s. Estimated reading time: 18 minutes
MAP Aktif Adiperkasa (MAPA IJ)
Indonesia’s leading sports retailer expects higher foot traffic post-COVID
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
