Our Newsletters

2017: The Year That Was

2017: The Year That Was

2017: a strong performance year for RVAM. We present learnings from the year and our outlook for 2018
The Learnings from 'Fallen Angels'

The Learnings from ‘Fallen Angels’

Why some well-loved, built-to-last companies have failed in the past and threats to some of today’s angels
Global Growth Momentum – Emerging Challenges to US Growth

Global Growth Momentum – Emerging Challenges to US Growth

We see good bottom-up opportunities but keep our risk management antennas up
Storm Alert!

Storm Alert!

We see evidence of a possible turn in the tide in the Indian economy and the direction of the winds
Corporate Governance and Asian Challenges

Corporate Governance and Asian Challenges

Impact of corporate governance on EM stock outperformance and evaluating governance issues within our risk/return framework
The Peril of ‘Peak Supply’ Analyses

The Peril of ‘Peak Supply’ Analyses

Why such analyses are often unreliable and premature
ASEAN: 20 Years On From The Financial Crisis

ASEAN: 20 Years On From The Financial Crisis

Asean finally seems to be at the cusp of fulfilling its founders’ dreams. Also, an opportunity in Indonesia – Linknet
Markets are Rallying But Investors Are Not Partying

Markets are Rallying But Investors Are Not Partying

A narrow stock rally could signal an imminent correction. But plenty of investible opportunities still remain
The REIT Pay-off

The REIT Pay-off

A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings
Reflections From The First Quarter

Reflections From The First Quarter

A review of our best quarterly result since inception and takeaways from the CS conference
Investing Like Watching Grass Grow

Investing Like Watching Grass Grow

Our quiet and boring winner: Yuexiu Transport
Trump’s Wall of Worry

Trump’s Wall of Worry

Big expectations from Trump’s 100-day “honeymoon” period