Thailand
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
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India
Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes
Hong Kong
CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
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Portfolio
Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24 minutes.
Thematic reports
What I read in August 2023
Estimated reading time: 17 minutes
Philippines
The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
Deep-dives
Alibaba: SOTP with Chinese characteristics
Estimated reading time: 19 minutes
Deep-dives
Sierra Rutile (SRX AU)
Spin-off dynamics for the largest rutile mine in the world
Top 20 book recommendations
Estimated reading time: 13 minutes
Deep-dives
L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
Thematic reports
Travel notes: Manila
Estimated reading time: 9 minutes