9 Questions with Afiq Isa
Private investor in Malaysia. Estimated reading time: 11 minutes…
Welcome to Asian Century Stocks
Deep reports for serious, Asia-focused investors
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4 min read
China Overseas Property (2669 HK)
SOE managing a growing portfolio of properties at 8.3x P/E…
Interview: Raghav Kapoor, Co-founder & CEO of Smartkarma
A discussion about Raghav's background, investment philosophy, Philippine equities, Digiplus, the Indonesian Rupiah, Cardig Aero Services, To Lam, Chinese & Indian stocks and his favorite book.…
Portfolio review August 2024
Sailing through the yen volatility. Estimated reading time: 31 minutes…
10 Questions with Alex Sweet
UK-based fund manager and Substack author…
3Q2024 update: There Will Be Blood
The yen probably bottomed at 162, China is experiencing deflation, hybrids seem to be winning, Malaysian FDI is booming, Vietnam is turning back to communism…
Links August 2024
13 investment-related write-ups, 9 articles and 8 podcast episodes…
Astra International (ASII IJ) － 2024 update
Indonesia's leader auto maker at 6.1x P/E. Estimated reading time: 21 minutes…
Lion Rock Group (1127 HK)
Top global book printer run by a master capital allocator at 7x P/E with net cash…
The anti-EV commodities
The case for platinum group metals. Estimated reading time: 20 minutes…
Yakult Honsha (2267 JP)
Japan’s yogurt giant scaling up to meet rising demand for its products…
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