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Air Partner falls on update
News Shares in aviation group Air Partner took a hit after the firm admitted it has not been immune to the continuing instability in the primary world markets.
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AI #20: Your final issue of Asia Investor
Features By now, you should have seen my publisher Toby Bray’s announcement that we are closing down Asia Investor and this will be my last update on the portfolio.Obviously, I deeply regret that the letter has ended this way after nine months.
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AI #19: Why I’m raising my buy limits on these great stocks
Features Welcome to the latest issue of Asia Investor. This week, I’m going to be doing a full review of the entire portfolio and updating you with my latest views on each stock.Before I begin, there are a couple of points I should mention up front.
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AI #18: The hidden Asia tech-stock that’s critical to Big Oil
Features I’ve been looking to invest in an Asian tech stock for some months now. I must have scoured through a few kilograms of company reports. And when I was last in Asia before Christmas, it was one of the main questions in almost every discussion I had.
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AI #17: Our big advantage over most Asia investors
Features Welcome to this week’s issue of Asia Investor. There’s been quite a lot of volatility in the Asia Investor portfolio over the last couple of weeks – our paper price gain is down around five percentage points since the previous issue. In most cases, this doesn’t reflect any news that I’m aware of – rather it’s general nervousness in the markets.
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AI #16: How you could make 150% in the Chinese Noodle Wars
Features Do you remember the British Cola Wars? During the 1990s, Coca-Cola and Pepsi Cola suddenly found themselves under attack from two upstarts: Virgin Cola and Sainsbury’s Classic Cola.For a while, the battle was fierce. But today, it’s as if it never happened.
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AI #15: The hottest investment story of 2011
Features I’m sure you’ve watched it happen many times. You find an investment story that you hope will deliver healthy returns for a few years. You settle on the best way to invest. And then suddenly the stock catches the public imagination.
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AI #14: Investing in a Malaysian obsession
Features Watch a Malaysian food-stall holder preparing the national drink of teh tarik and you’ll get quite a show. It’s no good just dumping tea leaves in hot water and pouring a bit of milk on top: as the name teh tarik (“pulled tea”) suggests, the mix needs to be poured from jug to jug, letting it fall as far as you can each time, to get the right foamy, frothy texture.
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AI #13: The Asia Investor Performance Report
Features In Asia Investor this week, I’m going to be doing my regular quarterly review. We’ll take a look at the performance of the portfolio so far, then I’ll update you on developments and my current view for some of the stocks in detail. In particular, I have the very latest updates from Eredene.