CNOOC: 2022 update
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Monday morning links
The data coming out of China continue to be bearish. The likelihood that Beijing will enter a Shanghai-style lockdown increases…
Deep-dive 2022-13: Uni-President China
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Monday morning links
Today, a national election is held in the Philippines. Former dictator Ferdinand Marcos’ only son “Bongbong Marcos” is leading the…
Deep-dive 2022-12: Ten Sixty Four
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Battling a bear market
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Monday morning links
The Bank of Japan has committed to buying an unlimited amount of 10-year government bonds if their yield exceeds 25…
Deep-dive 2022-11: Subaru
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🟥 Portfolio update April 2022
Best viewed in your browser Portfolio update The portfolio up +0.8% over the past month and now +1.9% since inception…
Monday morning links
The Indonesian government has announced that it will ban the export of palm oil. Since Indonesia is the world’s largest…
Mapping the Asian airport sector
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Borrowing ideas from funds, part 4
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Monday morning links
COVID restrictions are being eased around Asia. Restrictions are being eased in South Korea and potentially in Hong Kong. There…
Mapping the Asian ETF market
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Monday morning links
Shanghai’s lockdown is now more severe than in early 2020, with subway traffic dropping to almost zero. Shanghai’s roads are empty.…
Deep-dive 2022-10: Genting Singapore
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Ask Me Anything on Asian equities
Hello everyone! Today I’ll be hosting another Ask Me Anything thread for both free + paid subscribers. Ask about any…
Monday morning links
The past week’s most significant event has been the free-fall of the Sri Lankan stock market. Many stocks such as…
Deep-dive 2022-9: Thai Beverage
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Monday morning links
Singapore is going to ease its COVID-19 restrictions this week. The borders will open up almost entirely for vaccinated travellers.…
Deep-dive 2022-8: T. Hasegawa
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Portfolio update March 2022
Best viewed in your browser Portfolio update I enjoyed Pierre Andurand’s recent interview on the Bloomberg Odd Lots podcast. One…
Monday morning links
During an incredibly volatile week for Chinese tech stocks, Vice Premier Liu He said that the “rectification” of large Chinese…
Complete guide to Japan shareholder activism
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Monday morning links
South Korea’s new president Yoon Suk-yeol will seek to raise the defence budget, deregulate markets and introduce labour market reforms.…
Deep-dive 2002-7: Pan Pacific International
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Ask Me Anything on Asian equities
Hello everyone! Today I’ll be hosting another Ask Me Anything thread for paid subscribers. Join the community by becoming a…
Monday morning links
Oil and wheat prices are going through the roof. A higher oil price will cause further upward pressure on consumer…
Korean preference shares
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Deep-dive 2022-6: Baiyunshan Pharma
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