Thematic reports
2024 review
Estimated reading time: 13 minutes
The bubble tea craze
Estimated reading time: 19 minutes
Thematic reports
10 Questions with Made in Japan
Japanese growth stock investor. Estimated reading time: 24 minutes
Thematic reports
Trump's tariff plan
An interview with economist Priyanka Kishore, discussing the impact of "Trump 2.0" on Asia
Japan
Complete guide to Japan's SaaS industry
Estimated reading time: 38 minutes
Thematic reports
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
Singapore
What's left in my CPF
I narrowed down 300 stocks to one. Estimated reading time: 36 minutes
Thematic reports
Live stream with Daye Deng
Equity research analyst writing the East Asia Stock Insights Substack
Thematic reports
Hong Kong property amid rate cuts
A historic moment for Hong Kong's property market. Estimated reading time: 27 minutes
Thematic reports
Alternative data for dummies
Estimated reading time: 18 minutes
Thematic reports
9 Questions with Afiq Isa
Private investor in Malaysia. Estimated reading time: 11 minutes
Thematic reports
Interview: Raghav Kapoor, Co-founder & CEO of Smartkarma
A discussion about Raghav's background, investment philosophy, Philippine equities, Digiplus, the Indonesian Rupiah, Cardig Aero Services, To Lam, Chinese & Indian stocks and his favorite book.