Thematic reports
The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes
Latest
Indonesia
Multi Bintang update (MLBI IJ)
The return of tourists to Bali the last piece of the Multi Bintang puzzle. Estimated reading time: 17 minutes
Thematic reports
Erin Meyer: The Culture Map
A summary of Erin Meyer's book on culture. Estimated reading time: 16 minutes
Portfolio
Portfolio review June 2023
The value is in Hong Kong. Estimated reading time: 24 minutes
A View From Asia
Thematic reports
Book review: Asian Godfathers
A book by Joe Studwell on how to become an Asian tycoon. Estimated reading time: 22 minutes
Invite your friends to read Asian Century Stocks
Mainland China
Hidden champions among China's ADRs
An attempt to find the best Chinese businesses listed in the United States. Estimated reading time: 32 minutes
Japan
Fuji Corp Miyagi (7605 JP)
Japan’s version of Discount Tire with 17% ROE at 6x P/E
Deep-dives
Catalyst: Mutant Mayhem
Estimated reading time: 15 minutes
Thematic reports
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
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes