The Hare and The Tortoise
Patterns in early outcomes of various countries’ COVID-19 strategies, specifically India v/s Indonesia. We say take a tortoise’s measured approach
Life After Armageddon
Unprecedented health crisis has created volatility in economies and markets but some green shoots visible. Disciplined investors should stay invested.
Scourge of the Infodemic
Market hysteria, fed by a viral deluge of fake news, creates dislocations and a wealth of investment opportunities
Being Trendy
Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia
2019: The Year That Was
Analysis of our performance and learnings from 2019. A positive outlook on opportunities in 2020
Dawn Of A New Decade
Inferences from global markets over the past decade and positioning our portfolio for the future
Softbank’s Vision Fund’s ‘WUS(s) Moment’
Excesses in the Private Assets Valuation space – a look at Softbank’s Vision Fund and its investment
The Evolving Paradigm of ESG
ESG – Environment, Social, Governance factors - is integrated into our core investment theses
Offshore Diversification of Wealth: Asian Trends
We see overseas diversification rising with Asian wealth and specific opportunities in India via LRS
An Idea in India
We examine an emerging investment idea in Indian PSUs and a developing investment narrative in Asia
New Kids on the Block – The Life of a New-Born REIT/ Business Trust
Our analysis of REITs - a vital constituent of our client portfolios’ equity yield basket
