Thematic reports
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
Thematic reports
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
Hong Kong
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.
Singapore
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
Thematic reports
3Q2024 update: There Will Be Blood
The yen probably bottomed at 162, China is experiencing deflation, hybrids seem to be winning, Malaysian FDI is booming, Vietnam is turning back to communism
Thematic reports
The anti-EV commodities
The case for platinum group metals. Estimated reading time: 20 minutes
Malaysia
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins