Asia links 14 Jan 2021: US Framework for the Indo-Pacific, Chinese property bubble, oil price vs oil stocks
Read more
Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Insider activity May 2026
Five stocks with insider buying in China, South Korea, Indonesia and Thailand
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Japan SaaS earnings season
No signs of disruption from generative AI