News

Announcements

• Global Equity Strategies: September 2020 Commentary
• Global Listed Infrastructure Strategy: September Commentary
• Global Equity Strategies: August 2020 Commentary
• Global Listed Infrastructure Strategy: August 2020
• Asia Small Companies: July 2020 Commentary
• Asia Small Companies: June 2020 Annual Commentary
• About Delft Partners

Views

• 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

Research

• 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