Investment Insights

Current structural and macroeconomic changes in Indonesia augur broadening investment options and the possible start of a strong growth cycle

Value-biased strategies weighted towards China and Asean are facing headwinds, but patient investors see a goldmine of medium-term opportunities

News and events always create myriad fiery distractions and obfuscate long-term value. We fight this fire to reveal Asian opportunities

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

Hilarious memes lampoon ITC’s inert stock performance. Social media has big impact, but investors should be wary of investment biases

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

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

“Policy steroids” have unintentionally boosted and distorted economic variables in many markets. Investors are advised caution to avoid side effects

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

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

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

Tight commodity supply lags quick demand recovery, potentially leading to the next commodity inflationary supercycle. Asia is positioned to benefit