Thematic reports
10 Questions with Jon Y at Asianometry
Estimated reading time: 8 minutes
Thematic reports
South Korea
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
Hong Kong
Travel notes: Hong Kong
Estimated reading time: 36 minutes
Thematic reports
Book review: Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
Thematic reports
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
Thematic reports
10 Questions with Chris Beselin
Vietnam-focused entrepreneur and fund manager
Thematic reports
Closed-end funds at a discount
Estimated reading time: 15 mins
Indonesia
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.
Mainland China
Book review: Wild Ride
A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes
Thematic reports
Druckenmiller's gold miner bet
Estimated reading time: 25 mins
Thematic reports
What I read in February 2024
Estimated reading time: 14 minutes