Thematic reports
Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Thematic reports
Thematic reports
Interview: Jamie Halse
Co-founder of Senjin Capital
Thematic reports
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Thematic reports
Investing, Fast and Slow
Reflections about Kahneman's book "Thinking, Fast and Slow"
Thematic reports
Babies out with the SaaS-water
Japan SaaS looking cheap
Thematic reports
Alcohol stocks bottoming?
A brutal bear market might be coming to an end
Thematic reports
The luxury wristwatch market may have bottomed
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too
Thematic reports
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms
Thematic reports
Understanding the e-paper market
The display panels used in the Amazon Kindle and electronic shelf labels
Thematic reports
Myopia stocks in Asia
80%+ of high school students in East Asia are afflicted. Which companies benefit?
Thematic reports
Indonesian land seizures
A return to statism
Thematic reports
Japan's high school tuition reforms
Greater subsidies to Japanese households