Underappreciated Indonesian consumer staples leader, Indofood CBP, poised to see upside from acquisitions, scale efficiencies and group synergies
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Tightening liquidity paradigm could lead to a secular re-rating of the Consumer Staples sector that has been spurned by investors
Our reasons why MakeMyTrip, India’s largest online travel agent, could be a valuable mispriced investment opportunity
Current structural and macroeconomic changes in Indonesia augur broadening investment options and the possible start of a strong growth cycle
Value-biased strategies weighted towards China and Asean are facing headwinds, but patient investors see a goldmine of medium-term opportunities
News and events always create myriad fiery distractions and obfuscate long-term value. We fight this fire to reveal Asian opportunities
Sharp Chinese regulatory changes have caused turmoil but that is “State Capitalism”. Patient investors should assess risk and seek winners
Indonesia building up strength to bounce back from the pandemic through effective vaccination strategies and fiscal and monetary policies
Examining the growing influence of retail investors in various Asian markets; a new, powerful market-driving force that’s here to stay
Tight commodity supply lags quick demand recovery, potentially leading to the next commodity inflationary supercycle. Asia is positioned to benefit