Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025
​2024's "5 High Conviction Ideas" had mixed results, with Plover Bay Technologies soaring 157% while AEM Holdings plummeted over 60%. 2025's focus...
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HK Connect Flows Weekly (Aug 28th): Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma, Minimax
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma,...
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Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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Frontier Markets with a Focus on Vietnam, Sri Lanka, Romania, and Mongolia
Insight OverviewAfter considering its global peers, Vietnam’s stock market valuation appears acceptable, and its market offers a higher degree of...
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Top Mining Companies to Monitor Amid Mongolia's 2nd Economic Rise
Recapping Previous PointsFor those that have not read my work on Mongolia, please refer to the insights Mongolia Investors’ Confidence...
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