Reassuring takeaways from a Jakarta conference on the growth potential of Indonesia
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Regulatory lurches leave investors reeling. We protect portfolios via our disciplined process and by building in diversification
An expert comparison of the Indian and Indonesian economies, monetary policies and growth prospects
We discuss the cement industry and our investment options in this sector in various ASEAN countries
Opportunities in India – views from an investment conference
We see good bottom-up opportunities but keep our risk management antennas up
We see evidence of a possible turn in the tide in the Indian economy and the direction of the winds globally
Asean finally seems to be at the cusp of fulfilling its founders’ dreams. Also, an opportunity in Indonesia – Linknet
A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings