The lagging impact of US interest rate rises will disrupt markets and hit asset prices; we hope to take advantage
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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
Investment case for BOC Aviation: the skies are clearing for one of the world’s top five aircraft operating leasing companies
An analysis of dividend-paying companies in Asia and a view on why they should be appreciated more
US markets move from a stellar decade into uncertainty. Our case for a larger than index allocation to Asia
Signs of inflection in the Asia ex-Japan supercycle portend a period of relative outperformance and absolute returns for investors
Two stocks illustrate our belief that value still abounds in the China market