Tight commodity supply lags quick demand recovery, potentially leading to the next commodity inflationary supercycle. Asia is positioned to benefit
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Our guest author sees conditions comparable to the birth of the last “supercycle”; envisages $100 tn world GDP by 2023
Markets begin to see a strong Asian narrative driven by sounder COVID-19 management, improving economic activity and global liquidity tailwinds
Value could be, slowly and inexorably, beginning to find favour in certain geographies and sectors
Grappling with the puzzle of surging markets amidst pandemic uncertainty, investors perceive diverse paths to recovery of sectors and countries
Investing paradigm for a zero-rate world: the hunt for yield and unique opportunities for emerging markets
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
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