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Announcements
Benefitting from the Age of Efficient Corporate Management in Japan
Asia Small Companies: April 2020 Commentary
Asia Small Companies: March 2020 Commentary
Global High Conviction Strategy: March 2020 Commentary
Global Infrastructure: March 2020 Commentary
Global Equities: February 2020 Commentary
Asia Small Companies: February 2020 Commentary
Asia Small Companies: January 2020 Commentary
Global High Conviction Strategy: January 2020 Commentary
Global High Conviction Strategy: December 2019 Commentary
Asia Small Companies: December 2019 Commentary
Asia Small Companies: November 2019 Commentary
Global High Conviction Strategy: November 2019 Commentary
Global High Conviction Strategy: October Commentary
Global High Conviction now available as wholesale trust
About Delft Partners
Views
The ‘Beginning of the End’, or the ‘End of the Beginning’?
One Hundred Years Of Solitude?
Love in the Time of Covid 19
Keep Calm and Carry On?
Trends in Renewable Energy
Water Infrastructure in China
2019 A Surprisingly Good Year for Risk Assets: 2020 Outlook
Two Steps Forward, One Back in Japan
On the Road Again: Hong Kong
On the Road - Again Part II Germany Calling
On the road - again. The UK.
Japan as a Safe Haven for Equity Investors
Reflecting on Policy Errors in the Administration of Hong Kong
Advantage Advantest? Or why are Japanese technology companies so overlooked?
Is the Euro the Biggest Threat to the Global Trading System?
Improving Returns for Shareholders in Japan
Obscuring the true cost of management
Innovation in Asia
Practical and enhanced implementation of ESG Oversight
The importance of fundamental oversight of systematic investment processes
The Development of Corporate Governance in Asia
The Asian Opportunity
Model Portfolios: A smarter approach to multi-manager implementation
How much risk is there in my passive strategy?
What do we mean by a Technology Stock?
Technology Stocks are not just about the software and hardware
Research
Sugi Holdings Co.
Lenovo - Gross Misrepresentation
Sushiro Global Holdings
Transalta Renewables
Korean Reinsurance Company
Discovery Inc - A Cheap Media Play or Takeover Target?
KLA Tencor - Part of the 4th Industrial Revolution
New acquisition for Global High Conviction - Sony Corporation
Advantest - A market leader in semiconductor testing
Ping An - Hidden Technology in Financial Services
SFA Engineering - Technology and Hardware Equipment
Champion REIT - Diverse exposure to Hong Kong property
