Our Newsletters

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
The Tale of Two Markets

The Tale of Two Markets

Comparing returns in the world’s two growth pockets – the US and Asia Pacific ex-Japan
Opportunities in Times of Uncertainty

Opportunities in Times of Uncertainty

In volatile times, we focus on long term trendlines and anchor on valuation. An opportunity in Indonesia – Astra
Different Strokes: India versus Indonesia

Different Strokes: India versus Indonesia

An expert comparison of the Indian and Indonesian economies, monetary policies and growth prospects