Thematic reports
Post-war Germany's lessons on inflation
A summary of Bresciani-Turroni's book The Economics of Inflation. Estimated reading time: 24 minutes
Thematic reports
Thematic reports
10 Questions with "Clayton"
Author of Japanese small-cap research platform Kenkyo Investing. Estimated reading time: 11 minutes.
Thematic reports
Vacation reading list for 2022
Ten books related to Asian stock markets
Thematic reports
A technique for screening out frauds
A stock screen that combines quality and corporate governance factors. Estimated reading time: 13 minutes
Thematic reports
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Thematic reports
Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
Thematic reports
20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Thematic reports
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
Thematic reports
Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.
Thematic reports
Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
Thematic reports
Borrowing ideas from funds, part 4
Estimated reading time: 17 minutes
Thematic reports
Mapping the Asian ETF market
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes