Our analysis of BOC Aviation – a robust air travel play. Our write up was featured by SumZero
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Asean finally seems to be at the cusp of fulfilling its founders’ dreams. Also, an opportunity in Indonesia – Linknet
A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings
Singapore REITS and Business Trusts – consistently delivering returns. Also, a look at a unique income play – Accordia Golf Trust
The depreciation of the British Pound – direct, secondary and tertiary beneficiaries
Trends in the China consumer space where we are actively invested. Also, a look at one of our strongest ideas – WH Group
In a period of distorted financial markets, we focus on volatility and sustainability of cashflows
Government and private sector share buybacks in India: returning cash to shareholders and enhancing their returns