Dramatic short-term market swings raise questions of potential rally correction. Stock and market selection and process adherence remain important
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Patterns in early outcomes of various countries’ COVID-19 strategies, specifically India v/s Indonesia. We say take a tortoise’s measured approach
Unprecedented health crisis has created volatility in economies and markets but some green shoots visible. Disciplined investors should stay invested.
Market hysteria, fed by a viral deluge of fake news, creates dislocations and a wealth of investment opportunities
Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia
Analysis of our performance and learnings from 2019. A positive outlook on opportunities in 2020
Inferences from global markets over the past decade and positioning our portfolio for the future
Excesses in the Private Assets Valuation space – a look at Softbank’s Vision Fund and its investment
ESG – Environment, Social, Governance factors – is integrated into our core investment theses