Thematic reports
Glucose monitors will become mainstream
Continuous glucose monitors offer benefits to both diabetics and health freaks alike. Estimated reading time: 9 minutes
Thematic reports
Mainland China
Variant view: China's zero-COVID policy is dead
Consumer companies benefit from China living with endemic COVID. Estimated reading time: 16 minutes
Thematic reports
Inflation-protection provisions are inadequate
Thoughts on inflation inspired by Mark Mobius's new book. Estimated reading time: 18 minutes
Thematic reports
Shipbuilding 101 ⚓️
The shipyard industry is cyclical and competitive. But supply has shrunk significantly while demand is picking up. Estimated reading time: 24 minutes
Hong Kong
10 Hong Kong stocks with unusual insider buying
Insider buying screen. Estimated reading time: 11 minutes
Thematic reports
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
Thematic reports
Borrowing ideas from funds, part 5
Estimated reading time: 23 minutes
Thematic reports
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
Thematic reports
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
Thematic reports
10 Questions with Michael Dunne
Founder of auto advisory group ZoZoGo. Estimated reading time: 9 minutes.
Thematic reports
Interview with Herald van der Linde
Chief Asia Equity Strategist at HSBC. Listening time: 31 minutes, estimated reading time: 22 minutes.