Links

Links round-up

Asia investment-related write-ups, articles and podcasts

, and Michael Fritzell

3 March 2024 . 2:07 PM

4 min read

Latest

Claude Projects, Claude for Microsoft Office, Cowork and Dispatch

, and Michael Fritzell

21 April 2026

Deep-dives

GDS monopoly turned into a SaaS growth story at 11x P/E

, and Michael Fritzell

19 April 2026

Insiders

5 highlighted situations

, and Michael Fritzell

15 April 2026

Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners

, and Michael Fritzell

14 April 2026