Impact of corporate governance on EM stock outperformance and evaluating governance issues within our risk/return framework
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Asean finally seems to be at the cusp of fulfilling its founders’ dreams. Also, an opportunity in Indonesia – Linknet
A narrow stock rally could signal an imminent correction. But plenty of investible opportunities still remain
A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings
A review of our best quarterly result since inception and takeaways from the CS conference
Pertinent points from our 2016 newsletters and our calls for 2017
Singapore REITS and Business Trusts – consistently delivering returns. Also, a look at a unique income play – Accordia Golf Trust