Portfolio
Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
Latest
Thematic reports
The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Links
Monday morning links
Haw Par Corporation, HFDC Bank, The Lottery Corporation, Fairfax India, Anycolor
Deep-dives
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Thematic reports
Special webinar: How you can identify fraud
Planned for Sunday 22 January 2023. Estimated watching time: 45 minutes
Thematic reports
China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
Links
Monday morning links
Deep-dive 2023-1, Nippon Ichi Software, anime stocks
Mainland China
Hello Group (MOMO US)
Chinese social media company at a COVID-19 inflection point
Thematic reports
Anime is hot again
Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Links
Monday morning links
Magellan Financial Group, December 2022 portfolio review, China's border reopening
Portfolio
Portfolio update December 2022
A belated shift to Chinese consumer bets. US Dollar weakness continues to be a tailwind. Estimated reading time: 21 minutes