In volatile times, we focus on long term trendlines and anchor on valuation. An opportunity in Indonesia – Astra
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We discuss the cement industry and our investment options in this sector in various ASEAN countries
A close look at the tobacco industry and why it is a good bet for long-term value-biased investors
Our analysis of BOC Aviation – a robust air travel play. Our write up was featured by SumZero
Asean finally seems to be at the cusp of fulfilling its founders’ dreams. Also, an opportunity in Indonesia – Linknet
A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings
Singapore REITS and Business Trusts – consistently delivering returns. Also, a look at a unique income play – Accordia Golf Trust
The depreciation of the British Pound – direct, secondary and tertiary beneficiaries