Thematic reports
Australia's coming housing bust
Estimated reading time: 10 minutes
Thematic reports
What I read in September 2023
Estimated reading time: 23 minutes
Thematic reports
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
Thematic reports
10 Questions with InflationX
Global fixed income specialist
Thematic reports
Introduction to the global wristwatch market
Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes
India
Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes
Thematic reports
What I read in August 2023
Estimated reading time: 17 minutes
Thematic reports
Travel notes: Manila
Estimated reading time: 9 minutes
Thematic reports
What I read in July 2023
Estimated reading time: 14 minutes
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