The Resurgence of Asia
Markets begin to see a strong Asian narrative driven by sounder COVID-19 management, improving economic activity and global liquidity tailwinds
The Power of the Narrative v/s The Logic of Numbers
Narrative and Numbers are powerful, dichotomous approaches that drive investment. We seek opportunities as companies move within this construct
A World Of Value
Value could be, slowly and inexorably, beginning to find favour in certain geographies and sectors
The Changing Normal
Grappling with the puzzle of surging markets amidst pandemic uncertainty, investors perceive diverse paths to recovery of sectors and countries
Now That We Are All Japanese, What Does The Future Hold?
Investing paradigm for a zero-rate world: the hunt for yield and unique opportunities for emerging markets
Mood Swings
Dramatic short-term market swings raise questions of potential rally correction. Stock and market selection and process adherence remain important
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
