Our Newsletters

Commodities Signal the Inflexion of Inflation

Commodities Signal the Inflexion of Inflation

Tight commodity supply lags quick demand recovery, potentially leading to the next commodity inflationary supercycle. Asia is positioned to benefit
Belt Up For The Coming ‘Global Super Cycle’

Belt Up For The Coming ‘Global Super Cycle’

Our guest author sees conditions comparable to the birth of the last “supercycle”; envisages $100 tn world GDP by 2023
Where The Puck Is Going

Where The Puck Is Going

Seeking sectors and stocks that are receiving scant attention in the race to profit from the global recovery in 2021
The Resurgence of Asia

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

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

A World Of Value

Value could be, slowly and inexorably, beginning to find favour in certain geographies and sectors
The Changing Normal

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?

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

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

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

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

Scourge of the Infodemic

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