Thematic reports
The Asian pet industry
The rise of COVID-era "fur babies". Estimated reading time: 14 mins
Markus Husemann-Kopetzky on Pricing
On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
Introduction to the global wristwatch market
Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes
Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes