The lagging impact of US interest rate rises will disrupt markets and hit asset prices; we hope to take advantage
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The multidecadal strength of the USD vis-à-vis the Euro and the JYP is creating interesting investment opportunities
The overvalued Indian equities market is starting to show some disappointing reported earnings and thus faces downgrade risks
We keep faith in a longer-term commodity bull market thesis while repositioning for advantage as the correction plays out
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