Examining the growing influence of retail investors in various Asian markets; a new, powerful market-driving force that’s here to stay
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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
We examine an emerging investment idea in Indian PSUs and a developing investment narrative in Asia
Like Japan, as the world and U.S. become low growth, low interest rate, indebted economies, winners and losers would emerge
Insights from CS conference: uncertain macro environment. Our action? Continue to run a disciplined portfolio