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
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
Thematic reports
Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Thematic reports
Korean preference shares
Non-voting common shares trading at large discounts, estimated reading time: 13 mins
Thematic reports
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
Thematic reports
Introduction to Asia-Pacific markets
The "Guide to Asia-Pacific Markets 2022" report
Thematic reports
The Chinese property market is turning
A new credit cycle is brewing in China, benefitting property developers. But don't expect a return to the heydays of the early 2010s. Estimated reading time: 18 minutes
Mainland China
Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Thematic reports
Resources for Asia-focused investors
A list of the best resources available for investors in the region
Thematic reports
Introduction to ASEAN cement
Estimated reading time: 19 mins
Thematic reports
New predictions for 2022
Estimated reading time: 4 minutes