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
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
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.