Grab Holdings: We present a detailed investment thesis on an interesting investment opportunity
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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
The lagging impact of US interest rate rises will disrupt markets and hit asset prices; we hope to take advantage
We spy long term winners created by mis-perception and hype in sectors facing epochal change – artificial intelligence and healthcare
Looking through the haze of negative narrative on China, we see cause for optimism in the property and tech sectors
Emerging demand-supply imbalance in Uranium as the world starts to turn to nuclear power; we foresee an upcoming rally
Low consumer confidence and structural issues have hit post-COVID Chinese consumption recovery. We see hope for an inflection ahead