US markets move from a stellar decade into uncertainty. Our case for a larger than index allocation to Asia
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Following on from November’s newsletter, we present our observations on China’s potential economic liftoff and return to normalcy in 2023
The case for optimism in China as five key negatives that have plagued markets show signs of receding
The overvalued Indian equities market is starting to show some disappointing reported earnings and thus faces downgrade risks
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
Accelerating Chinese demographic changes have precipitated regulatory moves and will disrupt economies in years ahead. Astute investors will bet wisely
Hilarious memes lampoon ITC’s inert stock performance. Social media has big impact, but investors should be wary of investment biases
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