Trends in the China consumer space where we are actively invested. Also, a look at one of our strongest ideas – WH Group
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In a period of distorted financial markets, we focus on volatility and sustainability of cashflows
Executing share buy backs to create enhanced shareholder value
How countries, industries and companies are dealing with and learning to live with deflation
Correcting general misperceptions of crude oil demand and supply
We highlight the influence of market psychology and emotions on investors through wise sayings of an investment guru
Our reasons to temper bearishness on commodities and to be prepared for a key market turn
A look at two important parts of the service economy in China: e-commerce and tourism
We believe EMs offer bargain basement valuation amid very negative sentiment
A close look at Japan – a market which could potentially be at a fascinating inflection point