The edible oil market structure and demand-supply factors reveal opportunities for companies in the upstream agri space
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Current structural and macroeconomic changes in Indonesia augur broadening investment options and the possible start of a strong growth cycle
Value-biased strategies weighted towards China and Asean are facing headwinds, but patient investors see a goldmine of medium-term opportunities
News and events always create myriad fiery distractions and obfuscate long-term value. We fight this fire to reveal Asian 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
“Policy steroids” have unintentionally boosted and distorted economic variables in many markets. Investors are advised caution to avoid side effects
The differential race between infections and vaccinations across countries impacts the pace of economic normalization and creates investment opportunities
Rising bond yields and inflation due to GDP growth will impact equity markets; a nuanced strategy is needed