Underappreciated Indonesian consumer staples leader, Indofood CBP, poised to see upside from acquisitions, scale efficiencies and group synergies
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Tightening liquidity paradigm could lead to a secular re-rating of the Consumer Staples sector that has been spurned by investors
The edible oil market structure and demand-supply factors reveal opportunities for companies in the upstream agri space
Our reasons why MakeMyTrip, India’s largest online travel agent, could be a valuable mispriced investment opportunity
News and events always create myriad fiery distractions and obfuscate long-term value. We fight this fire to reveal Asian opportunities
Our guest author sees conditions comparable to the birth of the last “supercycle”; envisages $100 tn world GDP by 2023
Seeking sectors and stocks that are receiving scant attention in the race to profit from the global recovery in 2021
Narrative and Numbers are powerful, dichotomous approaches that drive investment. We seek opportunities as companies move within this construct
Parsing megatrends – long term structural shifts that have momentous consequences – particularly with relevance to Asia
Excesses in the Private Assets Valuation space – a look at Softbank’s Vision Fund and its investment