Seeking sectors and stocks that are receiving scant attention in the race to profit from the global recovery in 2021
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Markets begin to see a strong Asian narrative driven by sounder COVID-19 management, improving economic activity and global liquidity tailwinds
Value could be, slowly and inexorably, beginning to find favour in certain geographies and sectors
Dramatic short-term market swings raise questions of potential rally correction. Stock and market selection and process adherence remain important
Patterns in early outcomes of various countries’ COVID-19 strategies, specifically India v/s Indonesia. We say take a tortoise’s measured approach
Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia
Inferences from global markets over the past decade and positioning our portfolio for the future
We see overseas diversification rising with Asian wealth and specific opportunities in India via LRS
An undervalued tenet in investing: high predictability and low volatility of earnings. How we find such businesses