On China: Are We There Yet?
The case for optimism in China as five key negatives that have plagued markets show signs of receding
Inflation Buster: (Indo)food For Thought
Underappreciated Indonesian consumer staples leader, Indofood CBP, poised to see upside from acquisitions, scale efficiencies and group synergies
The Soaring Dollar – Causes And Consequences
The multidecadal strength of the USD vis-à-vis the Euro and the JYP is creating interesting investment opportunities
High Noon In India
The overvalued Indian equities market is starting to show some disappointing reported earnings and thus faces downgrade risks
That’s The Way The Cookie Crumbles
We keep faith in a longer-term commodity bull market thesis while repositioning for advantage as the correction plays out
Storied Stocks – Spinning Yarns?
Value destruction by “storied stocks” that are created during market booms reminds investors of the importance of profitability
Markets’ Loss Of Innocence As Liquidity Recedes
As liquidity recedes and rates rise, the party ends for a generation of investors. We position for real value creation
Falling In And Out Of Love
Tightening liquidity paradigm could lead to a secular re-rating of the Consumer Staples sector that has been spurned by investors
The ‘Other’ Oil – ‘Hot’ And In A Super Cycle
The edible oil market structure and demand-supply factors reveal opportunities for companies in the upstream agri space
Go Ahead, Make My Day
Our reasons why MakeMyTrip, India’s largest online travel agent, could be a valuable mispriced investment opportunity
Indonesia: The Hidden Gem
Current structural and macroeconomic changes in Indonesia augur broadening investment options and the possible start of a strong growth cycle
Opportunities And Risks As We Head Into 2022
Value-biased strategies weighted towards China and Asean are facing headwinds, but patient investors see a goldmine of medium-term opportunities
