20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Non-voting common shares trading at large discounts, estimated reading time: 13 mins
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
The "Guide to Asia-Pacific Markets 2022" report
A new credit cycle is brewing in China, benefitting property developers. But don't expect a return to the heydays of the early 2010s. Estimated reading time: 18 minutes
Troubled sector with recovery potential. Estimated reading time: 18 mins
A list of the best resources available for investors in the region
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins