Masks off!
Face masks during COVID-19 caused a mix shift from colour cosmetics to skincare. That trend could eventually reverse. Estimated reading time: 19 minutes
Thematic reports
The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Special webinar: How you can identify fraud
Planned for Sunday 22 January 2023. Estimated watching time: 45 minutes
China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
Anime is hot again
Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes
China's borders are reopening
Outbound tourism is set to resume on 8 January 2023. Reading time: 11 minutes
2023 predictions
Bonds, the US Dollar and Chinese consumer stocks. Estimated reading time: 3 minutes
2022 recap
30 Asian value stocks - each with their own stories. Estimated reading time: 23 mins
Eight spin-offs
Only available to paid subscribers. Estimated reading time: 21 mins
Indonesia's new criminal code threatens liberty
Another country descending into authoritarianism. Estimated reading time: 8 minutes
Glucose monitors will become mainstream
Continuous glucose monitors offer benefits to both diabetics and health freaks alike. Estimated reading time: 9 minutes
Variant view: China's zero-COVID policy is dead
Consumer companies benefit from China living with endemic COVID. Estimated reading time: 16 minutes
Inflation-protection provisions are inadequate
Thoughts on inflation inspired by Mark Mobius's new book. Estimated reading time: 18 minutes
Shipbuilding 101 ⚓️
The shipyard industry is cyclical and competitive. But supply has shrunk significantly while demand is picking up. Estimated reading time: 24 minutes
10 Hong Kong stocks with unusual insider buying
Insider buying screen. Estimated reading time: 11 minutes
Who benefits from the weak yen?
An attempt to identify the stocks that will benefit from the weak yen. Estimated reading time: 16 minutes