Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes
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Here is a template for a request for your employer to expense a subscription to Asian Century Stocks. You can find the template on Google Docs here.
The top finance related Substacks out there
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Margin pressure from higher oil price, otherwise on track. Estimated reading time: 11 minutes
Founder of auto advisory group ZoZoGo. Estimated reading time: 9 minutes.
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A summary of Bresciani-Turroni's book The Economics of Inflation. Estimated reading time: 24 minutes
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Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes
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Feel free to ask anything that's on your mind
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Author of Japanese small-cap research platform Kenkyo Investing. Estimated reading time: 11 minutes.
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Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
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Feel free to ask anything that's on your mind
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Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's…
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