Looking through the haze of negative narrative on China, we see cause for optimism in the property and tech sectors
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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
We describe the reversal of some long-term trends in 2022 and reflect on five key themes to watch in 2023
Following on from November’s newsletter, we present our observations on China’s potential economic liftoff and return to normalcy in 2023
Underappreciated Indonesian consumer staples leader, Indofood CBP, poised to see upside from acquisitions, scale efficiencies and group synergies