Thematic reports
10 Questions with Made in Japan
Japanese growth stock investor. Estimated reading time: 24 minutes
Thematic reports
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.
Thematic reports
Complete guide to Singapore REITs
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes
Thematic reports
10 Questions with Alex Sweet
UK-based fund manager and Substack author