Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
22
Estimated reading time: 20 mins
16
A list of the best resources available for investors in the region
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8
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
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The "Guide to Asia-Pacific Markets 2022" report
18
12
Claire Barnes book "Asia's Investment Prophets" from 1995
9
3
Disclaimer: This article constitutes the author’s personal views only and is for entertainment purposes only. It is not to be construed as financial…
5
Q&A: where do you see value right now? • What stocks might benefit from Omicron-induced herd immunity? • Have growth stocks come off enough that they offer good value? • What other th…
55
3
Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's…
3
Disclaimer: This article constitutes the author’s personal views only and is for entertainment purposes only. It is not to be construed as financial…
3
9
Estimated reading time: 18 mins
4
4
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins
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2