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
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.
Thematic reports
The glove cycle is bottoming
Inventories have most likely peaked and glove prices bottomed. Estimated reading time: 15 minutes
Singapore
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes
Thematic reports
Winners of China's "daigou" crackdown
Hainan duty-free stores and cross-border e-commerce platforms stand to benefit. Estimated reading time: 13 minutes
Thematic reports
IVF
Secular growth for decades to come. Estimated reading time: 11 minutes
Thematic reports
Chinese ADRs are safe from delisting, for now
On VIE structures, delisting risks and potential workarounds. Estimated reading time: 15 minutes
Japan
The ultimate guide to Japan's publicly listed restaurant chains
Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36 minutes
Thematic reports
10 Questions with Dmitry Baulin
On the use of alternative data when forming investment decisions. Estimated reading time: 9 minutes
Thematic reports
10 Questions with ChatGPT
Discussion with the AI chat bot on topics related to Asian equities
Thematic reports
Lithium is moving into oversupply
Demand growth will probably decelerate as subsidies are phased out. Supply should eventually react to higher prices. Estimated reading time: 14 minutes