Portfolio
Portfolio review September 2023
There's no place like Hong Kong. Estimated reading time: 21 minutes.
Latest
Thematic reports
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
Thematic reports
10 Questions with InflationX
Global fixed income specialist
Deep-dives
Kimly (KMLY SP)
High-ROE coffeeshop operator with a clean balance sheet at 11x P/E
Thematic reports
Introduction to the global wristwatch market
Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes
Deep-dives
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
India
Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes
Deep-dives
CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
Your feedback
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