Our Newsletters

The Year 2023 and Our Outlook for 2024

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

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

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

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

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

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

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
Pushing The Throttle

Pushing The Throttle

Investment case for BOC Aviation: the skies are clearing for one of the world’s top five aircraft operating leasing companies
The Gift That Keeps On Giving

The Gift That Keeps On Giving

An analysis of dividend-paying companies in Asia and a view on why they should be appreciated more
US Markets: Stellar Past, Uncertain Future

US Markets: Stellar Past, Uncertain Future

US markets move from a stellar decade into uncertainty. Our case for a larger than index allocation to Asia
Time To Get Aboard Another Supercycle Inflection

Time To Get Aboard Another Supercycle Inflection

Signs of inflection in the Asia ex-Japan supercycle portend a period of relative outperformance and absolute returns for investors
Pariahs Of China - Forgotten And Forlorn

Pariahs Of China – Forgotten And Forlorn

Two stocks illustrate our belief that value still abounds in the China market