Comparing returns in the world’s two growth pockets – the US and Asia Pacific ex-Japan
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In volatile times, we focus on long term trendlines and anchor on valuation. An opportunity in Indonesia – Astra
We discuss the cement industry and our investment options in this sector in various ASEAN countries
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
