Links
Monday morning links
Chinese housing, Malaysian furniture and home improvement, EV batteries and Xiaomi
Latest
Mainland China
The Chinese property market is turning
A new credit cycle is brewing in China, benefitting property developers. But don't expect a return to the heydays of the early 2010s. Estimated reading time: 18 minutes
What you missed from Asian Century Stocks
Links
Monday morning links
Happy Lunar New Year and a report on Indonesian sportswear retailing
Deep-dives
MAP Aktif Adiperkasa (MAPA IJ)
Indonesia’s leading sports retailer expects higher foot traffic post-COVID
Links
Monday morning links
Zero-COVID policies, Chinese supermarkets and portfolio review
Portfolio
Portfolio update January 2022
Omicron bloodbath - staying the course. Estimated reading time: 7 mins
Mainland China
Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Links
Monday morning links
A Hong Kong-based conglomerate and Bengaluru Airport
Deep-dives
CK Hutchison (1 HK)
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Thematic reports
Resources for Asia-focused investors
A list of the best resources available for investors in the region
Links
Monday morning links
Special report on cement stocks