Who benefits from the weak yen?
An attempt to identify the stocks that will benefit from the weak yen. Estimated reading time: 16 minutes
Thematic reports
Introduction to Asia's fertiliser industry
Halfway through a fertiliser bull market. Valuations multiples differ from country to country. Estimated reading time: 22 minutes
Variant view: The automotive chip shortage is over
The prime beneficiaries will be volume proxies such as Japanese auto parts suppliers. Estimated reading time: 13 minutes
Variant view: Japan's coming tourism boom
Japan's border is opening up and the weak yen will help, too. Estimated reading time: 12 minutes
10 Questions with Michael Dunne
Founder of auto advisory group ZoZoGo. Estimated reading time: 9 minutes.
Interview with Herald van der Linde
Chief Asia Equity Strategist at HSBC. Listening time: 31 minutes, estimated reading time: 22 minutes.
Post-war Germany's lessons on inflation
A summary of Bresciani-Turroni's book The Economics of Inflation. Estimated reading time: 24 minutes
10 Questions with "Clayton"
Author of Japanese small-cap research platform Kenkyo Investing. Estimated reading time: 11 minutes.
A technique for screening out frauds
A stock screen that combines quality and corporate governance factors. Estimated reading time: 13 minutes
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
The industrial robot cycle
Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes
Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.