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Asia links 7 Jan 2021: RCEP, Chinese telecoms, Asian cinema

, and Michael Fritzell

7 January 2021 . 8:13 PM

4 min read

The 4th RCEP summit held in November 2020

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Alcohol stocks bottoming?

Thematic reports

Alcohol stocks bottoming?

A brutal bear market might be coming to an end

, and Michael Fritzell

16 February 2026

Paid Members Public

Update: Casio (6952 JP)

Deep-dives

Update: Casio (6952 JP)

Casio's in turnaround mode at 1.0x EV/Sales

, and Michael Fritzell

15 February 2026

Paid Members Public

Insiders January 2026

Insiders

Insiders January 2026

HK REIT, Korean CPG name, and more.

, and Michael Fritzell

11 February 2026

Paid Members Public

The luxury wristwatch market may have bottomed

Thematic reports

The luxury wristwatch market may have bottomed

Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too

, and Michael Fritzell

9 February 2026

Paid Members Public