We keep faith in a longer-term commodity bull market thesis while repositioning for advantage as the correction plays out
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Value destruction by “storied stocks” that are created during market booms reminds investors of the importance of profitability
As liquidity recedes and rates rise, the party ends for a generation of investors. We position for real value creation
Tightening liquidity paradigm could lead to a secular re-rating of the Consumer Staples sector that has been spurned by investors
The edible oil market structure and demand-supply factors reveal opportunities for companies in the upstream agri space
Current structural and macroeconomic changes in Indonesia augur broadening investment options and the possible start of a strong growth cycle
Value-biased strategies weighted towards China and Asean are facing headwinds, but patient investors see a goldmine of medium-term opportunities
News and events always create myriad fiery distractions and obfuscate long-term value. We fight this fire to reveal Asian opportunities
Accelerating Chinese demographic changes have precipitated regulatory moves and will disrupt economies in years ahead. Astute investors will bet wisely
Hilarious memes lampoon ITC’s inert stock performance. Social media has big impact, but investors should be wary of investment biases