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
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
Insights from CS conference: uncertain macro environment. Our action? Continue to run a disciplined portfolio
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
Reassuring takeaways from a Jakarta conference on the growth potential of Indonesia
2018: The Year That Was
Analysis of our performance and some learnings from 2018. A positive outlook on opportunities in 2019
Undiscovered Cash Machine
Our analysis of the investment case for Cromwell European REIT – a stock waiting to be discovered
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
Comparing returns in the world’s two growth pockets – the US and Asia Pacific ex-Japan
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
An expert comparison of the Indian and Indonesian economies, monetary policies and growth prospects
ASEAN Cement’s Cast of Woes is Brimming Over…Yet Value is Surfacing
We discuss the cement industry and our investment options in this sector in various ASEAN countries
