India’s Travel Behemoth: MakeMyTrip
MMYT’s numbers belie the negative market narrative, giving us a timely, well-priced entry into India’s largest travel platform
AVs: The Idea That Was A Long Time Coming
An analysis of the AV sector and the opportunities for investors
The Chinese 5-year plans’ direction and strategy: Insights for Investors
China’s 5-year plans give valuable insights into long term government focus areas: a great foundation to base our China portfolio
China Deep Tech Trip: A Preview of the Future of China
China trip reveals rapid progress that could profoundly shift global wealth creation in years ahead: big opportunities for savvy investors
The Tipping Point: China’s Push To Increase Wealth Through Financial Assets
Sweeping Chinese policies cause fundamental shift - we predict the securities sector is at tipping point for strong earnings inflection
The US Debt Build-Up – Are We Reaching An Inflection Point?
Amidst tariff turbulence, analysis of US debt levels shows likely rise in risk premiums and long term structural global change
All We Need Is Earnings
A 15-year analysis of returns in five markets shows primary predictor of return over the long term – earnings growth
Just Grab It: Grab Holdings
Grab Holdings: We present a detailed investment thesis on an interesting investment opportunity
Consumer Leaders: Have The Brands Structurally Weakened? Yes, They Have.
We caution investors about the long-term structural changes in the consumer staples space that are impacting old brand leaders
China Market Economics: It’s A Reset, Not A Reversal
Our contrary view of the current negative narrative in China’s property and private sectors
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
We apply the wisdom of Warren Buffett to opportunities in various sectors in the China market
