3Q2024 update: There Will Be Blood
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
Thematic reports
The anti-EV commodities
The case for platinum group metals. Estimated reading time: 20 minutes
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins
Book review: The Money Miners
A review of Trevor Sykes book about Australia's 1968-70 mining bubble. Estimated reading time: 28 minutes
Book review: What I Learned about Investing from Darwin
Parallels between evolution and investing. Estimated reading time: 27 minutes
Value... Up?
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes
Book review: Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.
Book review: Wild Ride
A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes