Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Water Oasis (1161 HK)
April 14, 2024, 10:11 a.m.
Perfect Medical (1830 HK): Beauty is Money
Feb. 24, 2024, 8:42 p.m.
LH Group (1978 HK): What's next after a special dividend?
Dec. 3, 2023, 7:17 a.m.
An Update on 2023H1 Results of Activation Group (9919 HK): Earnings highlights and commentaries from luxury brands on China
Aug. 22, 2023, 1:49 p.m.
Taste Gourmet (8371 HK) : A capable operator in a tough industry
Aug. 4, 2023, 1:46 p.m.
An Update on Oriental Watch (398 HK): Insights from management and some important clarifications
July 12, 2023, 6:36 a.m.
Oriental Watch (398 HK): Reopening trade?
June 11, 2023, 9:38 a.m.
An Update on Activation Group (9919 HK): Major luxury brands' commentaries on China and some updates from management
May 2, 2023, 3:58 p.m.
The Recent Bump on Activation Group (9919 HK): IR, price movements and some important points to note
March 22, 2023, 11:29 p.m.
Activation Group (9919 HK): A cheap pick-and-shovel play on Chinese luxury consumption
March 19, 2023, 8:38 p.m.
Coming soon: This is Oriental Value, a newsletter about Value Investing in Asia.
Dec. 6, 2022, 2:15 a.m.