Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
Read more
Update: Saramin (143240 KS)
South Korea's leading HR-tech company, trading below its net cash position
Portfolio update June 2026
Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus
Toll Bridge Investing
The perfect business model
Interview: CTOS Digital (CTOS MK)
Malaysia's leading credit bureau gets a new CEO