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Asian Century Stocks
Providing financial journalism in the Asia-Pacific
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Singapore
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bullish
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Thematic (Sector/Industry)
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07 Mar 2024 07:37
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Syndicated
Druckenmiller's Gold Miner Bet
Stan Druckenmiller just bought shares in Barrick Gold and Newmont Mining. He thinks gold serves as a store of value, but only over the long run....
Asian Century Stocks
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bearish
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Olympus Corp
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24 Jan 2024 19:56
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Fraud in Asia
Perhaps the most important factor for any investment in Asia is assessing corporate governance. There are few books on the subject, making it...
Asian Century Stocks
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bearish
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Thematic (Sector/Industry)
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10 Jan 2024 19:45
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The cocoa question
In the past year, cocoa prices have spiked to elevated levels. The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.
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bullish
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Thematic (Sector/Industry)
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02 Aug 2023 10:32
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Syndicated
Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
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bullish
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NagaCorp Ltd
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10 May 2023 12:10
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Syndicated
Deep-Dive 2023-8: NagaCorp (3918 HK)
NagaCorp (3918 HK - US$3.5 billion) is a Hong Kong-listed casino operator based in Cambodia’s capital city of Phnom Penh.
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