The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes
Strong demand and constraints in supply. Estimated reading time: 13 minutes
A summary of Erin Meyer's book on culture. Estimated reading time: 16 minutes
A book by Joe Studwell on how to become an Asian tycoon. Estimated reading time: 22 minutes
An attempt to find the best Chinese businesses listed in the United States. Estimated reading time: 32 minutes
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins
An introduction to value investing. Estimated reading time: 21 minutes
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
What I learnt from Desmond Shum's book. Estimated reading time: 10 minutes.
Inventories have most likely peaked and glove prices bottomed. Estimated reading time: 15 minutes
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes
Hainan duty-free stores and cross-border e-commerce platforms stand to benefit. Estimated reading time: 13 minutes
On VIE structures, delisting risks and potential workarounds. Estimated reading time: 15 minutes
Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36 minutes
On the use of alternative data when forming investment decisions. Estimated reading time: 9 minutes