Thematic reports

Hong Kong property amid rate cuts

A historic moment for Hong Kong's property market. Estimated reading time: 27 minutes

Highlights from Asian Century Stocks

Deep-dives

Boustead Singapore (BOCS SP) － 2024 update

Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes

Thematic reports

Alternative data for dummies

Estimated reading time: 18 minutes

Thematic reports

9 Questions with Afiq Isa

Private investor in Malaysia. Estimated reading time: 11 minutes

China Overseas Property (2669 HK)

SOE managing a growing portfolio of properties at 8.3x P/E

Thematic reports

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

Portfolio review August 2024

Sailing through the yen volatility. Estimated reading time: 31 minutes

Thematic reports

Complete guide to Singapore REITs

Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes

Thematic reports

10 Questions with Alex Sweet

UK-based fund manager and Substack author

Thematic reports

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

Links August 2024

13 investment-related write-ups, 9 articles and 8 podcast episodes