Links September 2024

10 investment-related write-ups, 10 articles and 10 podcast episodes

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This month’s links are for paid subscribers only. Over the past month on Asian Century Stocks, I’ve written about Korean noodles producer Samyang Foods, property management company China Overseas Property and conglomerate Boustead Singapore. I also wrote industry primers on the local real estate markets in Singapore and Hong Kong. I wrote a primer on alternative data tools. I recorded a third-quarter 2024 macro update. I published three interviews with Alex Sweet, Raghav Kapoor and Afiq Isa. And finally, I released my August portfolio review.

In any case, here are this month’s links: