Thematic reports
Myopia stocks in Asia
80%+ of high school students in East Asia are afflicted. Which companies benefit?
Thematic reports
Thematic reports
Indonesian land seizures
A return to statism
Thematic reports
Japan's high school tuition reforms
Greater subsidies to Japanese households
Thematic reports
Yahoo Finance rankings
Could they be contrarian signals?
Thematic reports
The DRAM capital cycle
The cycle will eventually turn... but not yet
Thematic reports
India's development trajectory
A brief history of entrepreneurship in India
Thematic reports
Has the Labubu bubble popped?
Beanie Babies vs Sanrio
Thematic reports
Interview with Yilun Chen
London-based hedge fund manager
Thematic reports
Interview with Raghav Kapoor at Smartkarma
The founder & CEO of Smartkarma
Thailand
The ultimate AI tool battle
The best tools for equity research
Thematic reports
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Japan
Japan's Iron Lady
An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities