The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes
Thematic reports
Book review: The Culture Map
A summary of Erin Meyer's book on culture. Estimated reading time: 16 minutes
Book review: Asian Godfathers
A book by Joe Studwell on how to become an Asian tycoon. Estimated reading time: 22 minutes
Hidden champions among China's ADRs
An attempt to find the best Chinese businesses listed in the United States. Estimated reading time: 32 minutes
Hong Kong's tourism boom
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
Long-term front-running
An introduction to value investing. Estimated reading time: 21 minutes
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
Book review: Red Roulette
What I learnt from Desmond Shum's book. Estimated reading time: 10 minutes.
The glove cycle is bottoming
Inventories have most likely peaked and glove prices bottomed. Estimated reading time: 15 minutes
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes
Winners of China's "daigou" crackdown
Hainan duty-free stores and cross-border e-commerce platforms stand to benefit. Estimated reading time: 13 minutes
Chinese ADRs are safe from delisting, for now
On VIE structures, delisting risks and potential workarounds. Estimated reading time: 15 minutes
The Japanese restaurants that will prosper beyond COVID
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
10 Questions with Dmitry Baulin
On the use of alternative data when forming investment decisions. Estimated reading time: 9 minutes