Excesses in the Private Assets Valuation space – a look at Softbank’s Vision Fund and its investment
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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
Our analysis of REITs – a vital constituent of our client portfolios’ equity yield basket
An undervalued tenet in investing: high predictability and low volatility of earnings. How we find such businesses
Reassuring takeaways from a Jakarta conference on the growth potential of Indonesia
Our analysis of the investment case for Cromwell European REIT – a stock waiting to be discovered
In volatile times, we focus on long term trendlines and anchor on valuation. An opportunity in Indonesia – Astra
We discuss the cement industry and our investment options in this sector in various ASEAN countries