We keep faith in a longer-term commodity bull market thesis while repositioning for advantage as the correction plays out
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As liquidity recedes and rates rise, the party ends for a generation of investors. We position for real value creation
Current structural and macroeconomic changes in Indonesia augur broadening investment options and the possible start of a strong growth cycle
“Policy steroids” have unintentionally boosted and distorted economic variables in many markets. Investors are advised caution to avoid side effects
Examining the growing influence of retail investors in various Asian markets; a new, powerful market-driving force that’s here to stay
Rising bond yields and inflation due to GDP growth will impact equity markets; a nuanced strategy is needed
Tight commodity supply lags quick demand recovery, potentially leading to the next commodity inflationary supercycle. Asia is positioned to benefit
Our guest author sees conditions comparable to the birth of the last “supercycle”; envisages $100 tn world GDP by 2023
Markets begin to see a strong Asian narrative driven by sounder COVID-19 management, improving economic activity and global liquidity tailwinds
Value could be, slowly and inexorably, beginning to find favour in certain geographies and sectors