Thematic reports
Yahoo Finance rankings
Could they be contrarian signals?
Latest
Thematic reports
The DRAM capital cycle
The cycle will eventually turn... but not yet
Thematic reports
India's development trajectory
A brief history of entrepreneurship in India
Links
Links December 2025
The best Asia equities-related links anywhere online
Thematic reports
Has the Labubu bubble popped?
Beanie Babies vs Sanrio
Welcome to Asian Century Stocks
An introduction to Asian Century Stocks
Insiders
Insider activity November 2025
Insider selling has picked up in Japan
Deep-dives
freee (4478 JP)
Japanese SME business platform at 3.7x EV/Sales
Portfolio
Portfolio update November 2025
A down month
Deep-dives
Delfi (DELFI SP) — 2025 update
Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall
Deep-dives
FnGuide (064850 KS)
The FactSet/MSCI of South Korea at 12.9x P/E
Links
Links November 2025
10 write-ups, 10 articles and 10 podcasts