A discussion about Raghav's background, investment philosophy, Philippine equities, Digiplus, the Indonesian Rupiah, Cardig Aero Services, To Lam, Chinese & Indian stocks and his favorite book.
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes
The yen probably bottomed at 162, China is experiencing deflation, hybrids seem to be winning, Malaysian FDI is booming, Vietnam is turning back to communism
The case for platinum group metals. Estimated reading time: 20 minutes
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins
A review of Trevor Sykes book about Australia's 1968-70 mining bubble. Estimated reading time: 28 minutes
Parallels between evolution and investing. Estimated reading time: 27 minutes
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
