Emerging demand-supply imbalance in Uranium as the world starts to turn to nuclear power; we foresee an upcoming rally
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Low consumer confidence and structural issues have hit post-COVID Chinese consumption recovery. We see hope for an inflection ahead
An analysis of dividend-paying companies in Asia and a view on why they should be appreciated more
US markets move from a stellar decade into uncertainty. Our case for a larger than index allocation to Asia
Signs of inflection in the Asia ex-Japan supercycle portend a period of relative outperformance and absolute returns for investors
We describe the reversal of some long-term trends in 2022 and reflect on five key themes to watch in 2023
The case for optimism in China as five key negatives that have plagued markets show signs of receding
The multidecadal strength of the USD vis-à-vis the Euro and the JYP is creating interesting investment opportunities
The overvalued Indian equities market is starting to show some disappointing reported earnings and thus faces downgrade risks
We keep faith in a longer-term commodity bull market thesis while repositioning for advantage as the correction plays out