Thematic reports
2022 recap
30 Asian value stocks - each with their own stories. Estimated reading time: 23 mins
Thematic reports
Thematic reports
Eight spin-offs
Only available to paid subscribers. Estimated reading time: 21 mins
Indonesia
Indonesia's new criminal code threatens liberty
Another country descending into authoritarianism. Estimated reading time: 8 minutes
Thematic reports
Glucose monitors will become mainstream
Continuous glucose monitors offer benefits to both diabetics and health freaks alike. Estimated reading time: 9 minutes
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