Our Newsletters

India’s Top Meme Stock and Lessons From Mirth

India’s Top Meme Stock and Lessons From Mirth

Hilarious memes lampoon ITC’s inert stock performance. Social media has big impact, but investors should be wary of investment biases
The Chinese Regulatory Turmoil - The Sky Is Not Falling

The Chinese Regulatory Turmoil – The Sky Is Not Falling

Sharp Chinese regulatory changes have caused turmoil but that is “State Capitalism”. Patient investors should assess risk and seek winners
The Heat Is On

The Heat Is On

Indonesia building up strength to bounce back from the pandemic through effective vaccination strategies and fiscal and monetary policies
A World On Steroids

A World On Steroids

“Policy steroids” have unintentionally boosted and distorted economic variables in many markets. Investors are advised caution to avoid side effects
The Times They Are A-Changin'

The Times They Are A-Changin’

Examining the growing influence of retail investors in various Asian markets; a new, powerful market-driving force that’s here to stay
The Race To The End Of The Crisis

The Race To The End Of The Crisis

The differential race between infections and vaccinations across countries impacts the pace of economic normalization and creates investment opportunities
Everything Has Changed

Everything Has Changed

Rising bond yields and inflation due to GDP growth will impact equity markets; a nuanced strategy is needed
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