Our Newsletters

Trump’s Wall of Worry

Trump’s Wall of Worry

Big expectations from Trump’s 100-day “honeymoon” period
2016: A Review; 2017: A Preview

2016: A Review; 2017: A Preview

Pertinent points from our 2016 newsletters and our calls for 2017
Singapore: The Hidden Gems

Singapore: The Hidden Gems

Singapore REITS and Business Trusts – consistently delivering returns. Also, a look at a unique income play – Accordia Golf
Strong Medicine: Tackling Black Money In India

Strong Medicine: Tackling Black Money In India

A view on the demonetization in India
The Pounding Of The Pound

The Pounding Of The Pound

The depreciation of the British Pound – direct, secondary and tertiary beneficiaries
China Consumer: From Penetration To Premiumization

China Consumer: From Penetration To Premiumization

Trends in the China consumer space where we are actively invested. Also, a look at one of our strongest ideas
It Ain't Over Till The Fat Lady Sings

It Ain’t Over Till The Fat Lady Sings

In a period of distorted financial markets, we focus on volatility and sustainability of cashflows
Look Who’s Buying Shares!

Look Who’s Buying Shares!

Government and private sector share buybacks in India: returning cash to shareholders and enhancing their returns
Explaining A Tough 2015 And Why 2016 Should Be Better

Explaining A Tough 2015 And Why 2016 Should Be Better

View from our guest contributor: Expected rebound in global nominal GDP growth
Buybacks – NOT Always the Panacea for Shareholder Returns

Buybacks – NOT Always the Panacea for Shareholder Returns

Executing share buy backs to create enhanced shareholder value
Indonesia: Keeping Investors Perpetually Interested

Indonesia: Keeping Investors Perpetually Interested

A look at the tax amnesty scheme and an opportunity in commodities
Investing and Surviving in a Deflationary World

Investing and Surviving in a Deflationary World

How countries, industries and companies are dealing with and learning to live with deflation