China’s 5-year plans give valuable insights into long term government focus areas: a great foundation to base our China portfolio
Read More
China trip reveals rapid progress that could profoundly shift global wealth creation in years ahead: big opportunities for savvy investors
Sweeping Chinese policies cause fundamental shift – we predict the securities sector is at tipping point for strong earnings inflection
Amidst tariff turbulence, analysis of US debt levels shows likely rise in risk premiums and long term structural global change
A 15-year analysis of returns in five markets shows primary predictor of return over the long term – earnings growth
Grab Holdings: We present a detailed investment thesis on an interesting investment opportunity
We caution investors about the long-term structural changes in the consumer staples space that are impacting old brand leaders
Our contrary view of the current negative narrative in China’s property and private sectors
Our thoughts on the year that was and predictions for the year ahead
We apply the wisdom of Warren Buffett to opportunities in various sectors in the China market