Our Newsletters

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
Predictability Pays. Distraction Deceives.

Predictability Pays. Distraction Deceives.

An undervalued tenet in investing: high predictability and low volatility of earnings. How we find such businesses
Indonesia: Waiting To Unleash The Potential

Indonesia: Waiting To Unleash The Potential

Reassuring takeaways from a Jakarta conference on the growth potential of Indonesia
2018: The Year That Was

2018: The Year That Was

Analysis of our performance and some learnings from 2018. A positive outlook on opportunities in 2019
Undiscovered Cash Machine

Undiscovered Cash Machine

Our analysis of the investment case for Cromwell European REIT – a stock waiting to be discovered
Bolts From the Blue

Bolts From the Blue

Regulatory lurches leave investors reeling. We protect portfolios via our disciplined process and by building in diversification
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