Grab Holdings: We present a detailed investment thesis on an interesting investment opportunity
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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
Looking through the haze of negative narrative on China, we see cause for optimism in the property and tech sectors
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