The US Debt Build-Up – Are We Reaching An Inflection Point?
Amidst tariff turbulence, analysis of US debt levels shows likely rise in risk premiums and long term structural global change
All We Need Is Earnings
A 15-year analysis of returns in five markets shows primary predictor of return over the long term – earnings growth
Just Grab It: Grab Holdings
Grab Holdings: We present a detailed investment thesis on an interesting investment opportunity
Consumer Leaders: Have The Brands Structurally Weakened? Yes, They Have.
We caution investors about the long-term structural changes in the consumer staples space that are impacting old brand leaders
China Market Economics: It’s A Reset, Not A Reversal
Our contrary view of the current negative narrative in China’s property and private sectors
The Year 2023 and Our Outlook for 2024
Our thoughts on the year that was and predictions for the year ahead
A Buffett In A China Shop
We apply the wisdom of Warren Buffett to opportunities in various sectors in the China market
Impact Of Rising Interest Rates: It Creeps Up Before It Sprints
The lagging impact of US interest rate rises will disrupt markets and hit asset prices; we hope to take advantage
Perception v/s Reality
We spy long term winners created by mis-perception and hype in sectors facing epochal change - artificial intelligence and healthcare
China: Looking Through The Haze
Looking through the haze of negative narrative on China, we see cause for optimism in the property and tech sectors
Fissile Missile: The Bet That Could Make Sparks Fly
Emerging demand-supply imbalance in Uranium as the world starts to turn to nuclear power; we foresee an upcoming rally
The Chinese Consumer – Scared and Deleveraging
Low consumer confidence and structural issues have hit post-COVID Chinese consumption recovery. We see hope for an inflection ahead
