Thematic reports
Toll roads in the sky
Elevator service companies in Asia
Thematic reports
Hidden Champions of Indonesia
20 "hidden champions" identified
Thematic reports
GLP-1 winners and losers
Stocks impacted by increased GLP-1 usage in Asia
Thematic reports
Interview: Ryan Albert
A hedge fund manager view on South Korea's corporate governance reforms
Thematic reports
Interview with Roderick van Zuylen
CIO of Night Watch Investment Management and contributor to KEDM
Thematic reports
Interview: Andrei Stetsenko
India-focused investor at Gymkhana Partners
Thematic reports
Hidden Champions of South Korea
30 "hidden champions" identified
Thematic reports
Thailand's stimulus package
The Bhumjaithai Party's impact on economic growth and Thai equities
Thematic reports
Toll Bridge Investing
The perfect business model
Thematic reports
Interview: Tian Yang
CIO at Variant Perception
Thematic reports
Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Thematic reports
Japan SaaS earnings season
No signs of disruption from generative AI