Grab Holdings: We present a detailed investment thesis on an interesting investment opportunity
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We caution investors about the long-term structural changes in the consumer staples space that are impacting old brand leaders
We apply the wisdom of Warren Buffett to opportunities in various sectors in the China market
We spy long term winners created by mis-perception and hype in sectors facing epochal change – artificial intelligence and healthcare
Emerging demand-supply imbalance in Uranium as the world starts to turn to nuclear power; we foresee an upcoming rally
Investment case for BOC Aviation: the skies are clearing for one of the world’s top five aircraft operating leasing companies
An analysis of dividend-paying companies in Asia and a view on why they should be appreciated more
Two stocks illustrate our belief that value still abounds in the China market
We describe the reversal of some long-term trends in 2022 and reflect on five key themes to watch in 2023
Following on from November’s newsletter, we present our observations on China’s potential economic liftoff and return to normalcy in 2023