Markets begin to see a strong Asian narrative driven by sounder COVID-19 management, improving economic activity and global liquidity tailwinds
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Narrative and Numbers are powerful, dichotomous approaches that drive investment. We seek opportunities as companies move within this construct
Value could be, slowly and inexorably, beginning to find favour in certain geographies and sectors
Grappling with the puzzle of surging markets amidst pandemic uncertainty, investors perceive diverse paths to recovery of sectors and countries
Investing paradigm for a zero-rate world: the hunt for yield and unique opportunities for emerging markets
Dramatic short-term market swings raise questions of potential rally correction. Stock and market selection and process adherence remain important
Patterns in early outcomes of various countries’ COVID-19 strategies, specifically India v/s Indonesia. We say take a tortoise’s measured approach
Unprecedented health crisis has created volatility in economies and markets but some green shoots visible. Disciplined investors should stay invested.
Market hysteria, fed by a viral deluge of fake news, creates dislocations and a wealth of investment opportunities
Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia