Like Japan, as the world and U.S. become low growth, low interest rate, indebted economies, winners and losers would emerge
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Insights from CS conference: uncertain macro environment. Our action? Continue to run a disciplined portfolio
Reassuring takeaways from a Jakarta conference on the growth potential of Indonesia
Analysis of our performance and some learnings from 2018. A positive outlook on opportunities in 2019
An expert comparison of the Indian and Indonesian economies, monetary policies and growth prospects
We see growth drivers for Asian economies but we are vigilant in managing tail risk from non-linear events
Our portfolio performance since January 2015 in light of our theory of “lower-for-longer” GDP growth and interest rates
Opportunities in India – views from an investment conference
2017: a strong performance year for RVAM. We present learnings from the year and our outlook for 2018
We see good bottom-up opportunities but keep our risk management antennas up