We discuss the cement industry and our investment options in this sector in various ASEAN countries
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We see growth drivers for Asian economies but we are vigilant in managing tail risk from non-linear events
A close look at the tobacco industry and why it is a good bet for long-term value-biased investors
Our portfolio performance since January 2015 in light of our theory of “lower-for-longer” GDP growth and interest rates
Opportunities in India – views from an investment conference
Our analysis of BOC Aviation – a robust air travel play. Our write up was featured by SumZero
2017: a strong performance year for RVAM. We present learnings from the year and our outlook for 2018
Why some well-loved, built-to-last companies have failed in the past and threats to some of today’s angels
We see good bottom-up opportunities but keep our risk management antennas up
We see evidence of a possible turn in the tide in the Indian economy and the direction of the winds globally