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General Presentation Files:

10:00-10:45hrs Demographic Tsunami - Viktor Shvets

10:45-11:30hrs China's Consumer Trends - Linda Huang

11:30-12:15hrs Regulating Online Spend - Wendy Huang

12:45-13:30hrs Video Gaming & Technology - Damian Thong

13:30-14:15hrs Evolution of Autonomous Driving - Janet Lewis

14:15-15:00hrs Valuing Online Insurance - Scott Russell

Research Materials:
Asia Financials - Views and recommendations
China consumer tour takeaways - Consumption soft landing
China? Gas Choices - There may be trouble again this winter
China Oilfield Services (2883 HK) - Still see an asymmetric positive skew
Japan Technology in the Age of Convergence - October update
HK/China Consumer - October 2018
India Strategy - Searching for a relative safe haven
Indonesia strategy - Where to be positioned
Indonesia Strategy - Anything but
Indonesia Strategy - The art of compromise
Japan autos - Asia is the growth driver
Japan autos - Tariff fears overdone in stock valuations
Korea Strategy - Pressure sets in early, uncertainties remain
Kunlun Energy (135 HK) - Dancing in the dark
Macquarie global strategy presentation - A twilight world of trade wars & recessions
Oil and Natural Gas Corporation - Material Mispricing; mid-40s Brent implied
PetroChina (857 HK) - Several moving parts, but a compelling skew
Petronas Gas - Maintaining a cautious stance
Reliance Industries (RIL IN) - 2Q preview: adding length
Sinopec (386 HK) - Great expectations·nbsp;
Sinopec Engineering Group (2386 HK) - Sinopec refining, chems, LNG capex tailwind
Taiwan Strategy - Taiwan Top Picks (2019)
Towards Singularity - Investment Rules for Disrupted World
The Road Ahead: Navigating Innovation & Disruption in Autos - Electric, Autonomous & Ecosystem Platforms
What caught my eye? v.100 - Retrospective
What caught my eye? v.99 - China: competing, complementing, innovating
What caught my eye? v.98 - Demographic tsunami: where would they go?
What caught my eye? v.97 - The centre cannot hold; going to mattresses·/A>
What caught my eye? v.96 - The curious case of India vs Philippines
What caught my eye? v.95 - On Labour, Wages, CEOs & Capital
What caught my eye? v.94 - What if China suddenly disappeared?

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