Thematic reports
What I read in July 2023
Estimated reading time: 14 minutes
Thematic reports
Thematic reports
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.
Thematic reports
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
Thematic reports
The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes
Thematic reports
Erin Meyer: The Culture Map
A summary of Erin Meyer's book on culture. Estimated reading time: 16 minutes
Thematic reports
Book review: Asian Godfathers
A book by Joe Studwell on how to become an Asian tycoon. Estimated reading time: 22 minutes
Mainland China
Hidden champions among China's ADRs
An attempt to find the best Chinese businesses listed in the United States. Estimated reading time: 32 minutes
Hong Kong
Hong Kong's tourism boom
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins
Thematic reports
Introduction to Value Investing
An introduction to value investing. Estimated reading time: 21 minutes
Hong Kong
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
Thematic reports
Borrowing ideas from funds, part 6
Estimated reading time: 19 minutes
Thematic reports
Desmond Shum: Red Roulette
What I learnt from Desmond Shum's book. Estimated reading time: 10 minutes.