China's business cycle will soon peak
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Monday morning links
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Deep-dive 2021-9: BAT Malaysia
British American Tobacco Malaysia (ROTH MK) is Malaysia’s largest tobacco company, selling cigarettes under the Dunhill, Rothmans, Pall Mall and…
EV market predictions
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Monday morning links
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Can foreign companies succeed in China?
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Korea's stock market is a bubble
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Monday morning links
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“I'm a new investor. Where do I begin?”
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The Asian travel recovery trade
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Deep-dive 2021-8: Genki Sushi
Genki Sushi (9828 JP) is a conveyor belt (“kaiten”) sushi restaurant operator based in Utsunomiya, Japan. Genki Sushi started in…
Monday morning links
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US sanction removal bets
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Simple tricks to spot fraud
Here are a few tricks that I use to spot fraud, especially in riskier emerging markets such as India, China,…
Deep-dive 2021-7: Delfi Ltd
Delfi Ltd (DELFI SP) is a Singapore-listed chocolate producer with a major presence in Indonesia as well as other Southeast…
Asia links 1 Apr 2021: Xi vs Chun, Asian IPOs, Thai tourism
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Asia links 25 Mar 2021: Answering reader questions
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Deep-dive 2021-6: China Unicom (Hong Kong) Limited
At 0.33x EV/Sales, China Unicom (762 HK) is possibly the most inexpensive of any telecom operator globally. It’s the third…
Mapping Asia's defense industry
One could summarise Asian geopolitics as being divided into two separate sides: China-linked nations and US-linked nations. On the Chinese…
Asia links 18 Mar 2021: HK farmland, Korean fintech, demographics
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Asia links 11 Mar 2021: NPC, Shanghai, capital flight
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2021-5: Sanrio Company, Ltd
Sanrio Company, Ltd (8136 JP) is a designer, licensor and producer of cute (“kawaii”) consumer products. Its most popular brand…
Asia links 4 Mar 2021: Chinese SOEs, Indonesia's omnibus law, Korean property
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Asia links 25 Feb 2021: Macau casinos, vaccine roll-out, Indonesian property
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2021-4: Ichigo Hotel REIT Investment Corporation
Ichigo Hotel REIT Investment Corporation (3463 JP) is a Japanese hospitality REIT run by American hedge fund manager Scott Callon.…
Asia links 18 Feb 2021: Rare earths, Chinese fraud, property management stocks
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Asia links 11 Feb 2021: Korean teenage speculators, Burmese stocks, Indian games
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2021-3: Malaysia Airports Holdings Berhad
Malaysia Airports Holdings Berhad (MAHB MK) is the monopoly airport operator of Malaysia. It was privatised in the early 1990s…