Links
Monday morning links
Magellan Financial Group, December 2022 portfolio review, China's border reopening
Latest
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
Thematic reports
China's borders are reopening
Outbound tourism is set to resume on 8 January 2023. Reading time: 11 minutes
Links
Monday morning links
Futu, 2022 reviews & 2023 predictions
Thematic reports
2023 predictions
Bonds, the US Dollar and Chinese consumer stocks. Estimated reading time: 3 minutes
Thematic reports
2022 recap
30 Asian value stocks - each with their own stories. Estimated reading time: 23 mins
Links
Monday morning links
LG Household & Health, Naver, Nitto Kohki and more
Season's Greetings
Deep-dives
LG Household & Health late-2022 update (051905 KS)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 15 minutes
Links
Monday morning links
TSMC, China Jushi, Far East Consortium, 111 Inc, Asian spin-offs, Indonesia's new criminal code
Thematic reports
Eight spin-offs
Only available to paid subscribers. Estimated reading time: 21 mins
Indonesia
Indonesia's new criminal code threatens liberty
Another country descending into authoritarianism. Estimated reading time: 8 minutes