Current structural and macroeconomic changes in Indonesia augur broadening investment options and the possible start of a strong growth cycle
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Value-biased strategies weighted towards China and Asean are facing headwinds, but patient investors see a goldmine of medium-term opportunities
Accelerating Chinese demographic changes have precipitated regulatory moves and will disrupt economies in years ahead. Astute investors will bet wisely
Hilarious memes lampoon ITC’s inert stock performance. Social media has big impact, but investors should be wary of investment biases
Sharp Chinese regulatory changes have caused turmoil but that is “State Capitalism”. Patient investors should assess risk and seek winners
Indonesia building up strength to bounce back from the pandemic through effective vaccination strategies and fiscal and monetary policies
Examining the growing influence of retail investors in various Asian markets; a new, powerful market-driving force that’s here to stay
Dramatic short-term market swings raise questions of potential rally correction. Stock and market selection and process adherence remain important
Patterns in early outcomes of various countries’ COVID-19 strategies, specifically India v/s Indonesia. We say take a tortoise’s measured approach
Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia