Singapore REITS and Business Trusts – consistently delivering returns. Also, a look at a unique income play – Accordia Golf Trust
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Trends in the China consumer space where we are actively invested. Also, a look at one of our strongest ideas – WH Group
Government and private sector share buybacks in India: returning cash to shareholders and enhancing their returns
A look at the tax amnesty scheme and an opportunity in commodities
Our reasons to temper bearishness on commodities and to be prepared for a key market turn
A look at two important parts of the service economy in China: e-commerce and tourism
Our search for companies that would benefit from growth in China’s services industry even as manufacturing slows down
We believe EMs offer bargain basement valuation amid very negative sentiment
We look at context in earnings reports and seek investment opportunities resulting from the short-sightedness of the market