The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes…
Welcome to Asian Century Stocks
Deep reports for serious, Asia-focused investors
Multi Bintang update (MLBI IJ)
The return of tourists to Bali the last piece of the Multi Bintang puzzle. Estimated reading time: 17 minutes…
Erin Meyer: The Culture Map
A summary of Erin Meyer's book on culture. Estimated reading time: 16 minutes…
Portfolio review June 2023
The value is in Hong Kong. Estimated reading time: 24 minutes…
Hidden champions among China's ADRs
An attempt to find the best Chinese businesses listed in the United States. Estimated reading time: 32 minutes…
Fuji Corp Miyagi (7605 JP)
Japan’s version of Discount Tire with 17% ROE at 6x P/E…
Catalyst: Mutant Mayhem
Estimated reading time: 15 minutes…
Hong Kong's tourism boom
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins…
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes…
Explore topics
View all