20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Thematic reports
The industrial robot cycle
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
Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.
Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
Mapping the Asian ETF market
The ins and outs of Asian ETFs. Estimated reading time: 21 minutes
Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Korean preference shares
Non-voting common shares trading at large discounts, estimated reading time: 13 mins
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
Introduction to Asia-Pacific markets
The "Guide to Asia-Pacific Markets 2022" report
The Chinese property market is turning
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
Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Resources for Asia-focused investors
A list of the best resources available for investors in the region
Investing, Richard Lawrence-style
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins