Market Commentaries

Fund Updates and Market Commentaries

• September 2023 -Remember October is just round the corner - September 2023
• August 2023 - Euphoria mis-placed - 2nd quarter 2023
• July 2023 - The 'Storm Clouds' are still there - 2nd quarter 2023
• June 2023 - Narrow minded - June 2023
• May 2023 - Growth on top. Mind the gap. - May 2023
• April 2023 - Banks once again in strife - April 2023
• March 2023 - A possible memo on SVB from The Fed - Wishful Thinking? - March 2023
• February 2023 - Back to the grind.- March 2023
• January 2023 - Wow. What happened there?- January 2023
• December 2022 - Thank goodness 2022 is over. Surely it's all 'plain sailing' from here? - December 2022
• November 2022: Don't chase the rally - December 2022
• October 2022: US Consumer stretched and watch out for EPS revisions - November 2022
• Multi Asset Commentary Q4 2022 - October 2022
• October 2022 Update - A Litany of Warnings and Complaints - October 2022
• September 2022 Update - September 2022
• August 2022 Update - August 2022
• A review of H1 2022 - We are at a crossroads. July 2022
• An update from Doug McWilliams, macro economist, on central bank failures in inflation management
• Sell in May and go away?
• There are decades where nothing happens, and there are weeks where decades happen - attributed to Lenin
• FAANGs for the memories but it's time to QUAKE
• A Comment on the April decline and some suggestions for what to do - May 2022
• Favour Needs not Wants? - April 2022
• Quanta Services - a way to play the US Industrial Revival.
• Advantest - a Global "True Technology" company listed in Japan
• Some stuff you don’t want to think about – but should.
• March Quarter Regional And Sector Weights
• Stockhead Interview: Global Listed Infrastructure Stock Picks
• The Webinar: The New Cold War & Investment Post the U.S Election
• About Delft Partners
• Inching Towards Normal But Not Without Risks - October 2021
• Is China Un-investable - September 2021
• It's a Topsy Turvy World - July 2021
• Investing during this new Paradigm - June 2021
• Taiwan - Not The Most Dangerous Place On Earth - May 2021
• Corporate America: An Update On Q1 Results & Beware Inflation - May 2021
• From ZIRP To Splurge - or to boldly go where we haven't been for a long time - April 2021
• When 1 + 1 DOES make 3 - March 2021
• A fictitious memo to Jay Powell from a 'staffer' at the Fed? - March 2021
• Interview with Australian Fund Monitors' CEO Chris Gosselin and Robert Swift - March 2021
• Never say "we told you so" and other advice we should have heeded but ignored - February 2021
• Making Senses of Nonsense - February 2021
• On Hearing The Senate Has Gone Democrat - January 2021
• 2020 Hindsight is a Wonderful Thing - December 2020
• Look to the future; return to the past - October 2020
• Jackson Hole Part II – Reality Coming? - September 2020
• Some Thoughts on Jackson Hole - September 2020
• Future Tense or Past Imperfect? - August 2020
• Time to Look to The East or "Go East Young Man?" - August 2020
• Singapore's legacy for the fourth generation of the People's Action Party - July 2020
• Global Infrastructure Spending Emerging as The Focus - June 2020
• Protests in Hong Kong and the Impact on Equity Market Returns - June 2020
• Benefitting from the Age of Efficient Corporate Management in Japan - May 2020
• The ‘Beginning of the End’, or the ‘End of the Beginning’? - May 2020
• One Hundred Years Of Solitude? - April 2020
• Love in the Time of Covid 19 - April 2020
• Keep Calm and Carry On? - March 2020
• Trends in Renewable Energy - January 2020
• Water Infrastructure in China - January 2020
• 2019 A Surprisingly Good Year for Risk Assets: 2020 Outlook - January 2020
• Two Steps Forward, One Back in Japan - December 2019
• On the Road Again: Hong Kong - November 2019
• On the Road - Again Part II Germany Calling - November 2019
• On the road - again. The UK. - November 2019
• Japan as a Safe Haven for Equity Investors - October 2019
• Reflecting on Policy Errors in the Administration of Hong Kong - September 2019
• Advantage Advantest? Or why are Japanese technology companies so overlooked? - August 2019
• Is the Euro the Biggest Threat to the Global Trading System? - July 2019
• Improving Returns for Shareholders in Japan - July 2019
• Obscuring the true cost of management - May 2019
• Innovation in Asia - April 2019
• Practical and enhanced implementation of ESG Oversight - April 2019
• The importance of fundamental oversight of systematic investment processes - November 2018
• The Development of Corporate Governance in Asia - July 2018
• The Asian Opportunity - July 2018
• Model Portfolios: A smarter approach to multi-manager implementation - July 2018
• How much risk is there in my passive strategy? - July 2018
• What do we mean by a Technology Stock? - July 2018
• Technology Stocks are not just about the software and hardware - May 2018
• Nextera Energy - a stock for the imminent global infrastructure opportunity - September 2020
• A look into the Delft Partners portfolio in Asia - September 2020
• 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