Book review: Winning in China
Can foreign companies succeed in China?
Read more
Japan SaaS earnings season
No signs of disruption from generative AI
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
NICE Information Service (030190 KS)
The FICO of South Korea at 10x P/E