We discuss the cement industry and our investment options in this sector in various ASEAN countries
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We see growth drivers for Asian economies but we are vigilant in managing tail risk from non-linear events
Impact of corporate governance on EM stock outperformance and evaluating governance issues within our risk/return framework
Asean finally seems to be at the cusp of fulfilling its founders’ dreams. Also, an opportunity in Indonesia – Linknet
A narrow stock rally could signal an imminent correction. But plenty of investible opportunities still remain
A review of our best quarterly result since inception and takeaways from the CS conference
Singapore REITS and Business Trusts – consistently delivering returns. Also, a look at a unique income play – Accordia Golf Trust
