Our Newsletters

Indonesia: The Hidden Gem

Indonesia: The Hidden Gem

Current structural and macroeconomic changes in Indonesia augur broadening investment options and the possible start of a strong growth cycle
Opportunities And Risks As We Head Into 2022

Opportunities And Risks As We Head Into 2022

Value-biased strategies weighted towards China and Asean are facing headwinds, but patient investors see a goldmine of medium-term opportunities
We Didn't Start The Fire

We Didn’t Start The Fire

News and events always create myriad fiery distractions and obfuscate long-term value. We fight this fire to reveal Asian opportunities
China's Demographic Upheaval: Risks and Opportunities

China’s Demographic Upheaval: Risks and Opportunities

Accelerating Chinese demographic changes have precipitated regulatory moves and will disrupt economies in years ahead. Astute investors will bet wisely
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