Thematic reports
Resources for Asia-focused investors
A list of the best resources available for investors in the region
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Links
Monday morning links
Special report on cement stocks
Thematic reports
Introduction to ASEAN cement
Estimated reading time: 19 mins
Philippines
Holcim Philippines (HLCM PM)
The highest-quality cement producer in Asia trading at a decade low valuation
Links
Monday morning links
Thematic reports
New predictions for 2022
Estimated reading time: 4 minutes
Short subscriber survey
Thematic reports
Investing, Richard Lawrence-style
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins
Links
Monday morning links
Season's Greetings
Links
Monday morning links
Portfolio
Portfolio update December 2021
Estimated reading time: 9 minutes