Narrative and Numbers are powerful, dichotomous approaches that drive investment. We seek opportunities as companies move within this construct
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Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia
Excesses in the Private Assets Valuation space – a look at Softbank’s Vision Fund and its investment
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