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
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
Thematic reports
Travel notes: Tokyo
Estimated reading time: 20 minutes
Thematic reports
Book review: The Money Miners
A review of Trevor Sykes book about Australia's 1968-70 mining bubble. Estimated reading time: 28 minutes
Thematic reports
Book review: What I Learned about Investing from Darwin
Parallels between evolution and investing. Estimated reading time: 27 minutes
Thematic reports
10 Questions with Jon Y at Asianometry
Estimated reading time: 8 minutes
Thematic reports
Value... Up?
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes
Thematic reports
Macro update for the 2nd quarter of 2024
Listening time: 25 mins
Thematic reports
Travel notes: Hong Kong
Estimated reading time: 36 minutes