Reiterating our medium-term macro thesis of low growth and low interest rates on which our portfolio construction process rests
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Back-of-the-envelope analysis shows interesting observations on long term hard currency returns from relatively risky assets
Examining one of the conundrums of 2014 – falling risk free rates; our focus therefore remains on steady cash yielding businesses
A cautious view on developed markets’ potential equity returns as we see corporate stock buyback support reducing
Reiterating our investment focus as we prepare to launch River Valley Core Compounding Fund: Strong cash generation with steady growth
Focussing on the essence of the investment process: we hope to have Buffet’s insight and discipline
One of our learnings: always be suspicious of extreme forms of consensus in the markets
Tapering buybacks would reduce misallocation of cash and move value to companies that depend on organic growth to deliver returns
We explain why our hunt for returns is focused more towards Asia and Europe
Growth will be where structural reforms gain traction: Watch EM