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
Thematic reports
Introduction to Value Investing
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.
Desmond Shum: 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
10 Questions with ChatGPT
Discussion with the AI chat bot on topics related to Asian equities
Lithium is moving into oversupply
Demand growth will probably decelerate as subsidies are phased out. Supply should eventually react to higher prices. Estimated reading time: 14 minutes
Asia buyback screen, 2023 version
Stocks in the Asia-Pacific that have announced share buybacks this year. Estimated reading time: 11 minutes
The 2023 box office looks promising
Expect another year of recovery. Estimated reading time: 14 minutes