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Fund Updates

Market Commentaries

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