Our Newsletters

Scourge of the Infodemic

Scourge of the Infodemic

Market hysteria, fed by a viral deluge of fake news, creates dislocations and a wealth of investment opportunities
Being Trendy

Being Trendy

Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia
2019: The Year That Was

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

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'

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
Smiles Ahead

Smiles Ahead

Notes from a Thai conference: some cause for hope in spite of headwinds
The Evolving Paradigm of ESG

The Evolving Paradigm of ESG

ESG – Environment, Social, Governance factors - is integrated into our core investment theses
Offshore Diversification of Wealth: Asian Trends

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

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

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
We Are All Japanese Now

We Are All Japanese Now

Like Japan, as the world and U.S. become low growth, low interest rate, indebted economies, winners and losers would emerge
Return Opportunities in a Slowing World

Return Opportunities in a Slowing World

Insights from CS conference: uncertain macro environment. Our action? Continue to run a disciplined portfolio