Market Commentaries | Delft Partners | Global Investment Management

Fund Updates and Market Commentaries

June 2025 - Dazed and Confused?
May 2025 - Of Tariffs and Turbulence
April 2025 - Sell the Rumour, Buy the News?!
March 2025 - The World Turned Upside Down?
February 2025 - How are you coping?
January 2025 - The Nuclear Option and 2025 surmising
December 2024 - They think it's all over…
November 2024 - Don't do something - just sit there.
October 2024 - Never mind the Quality; Feel the Breadth!
September 2024 - If you can keep your head when all around you are losing theirs?
August 2024 - Everybody has a plan until they get hit?
July 2024 - Is 'political risk' just the excuse needed to cut rates?
June 2024 - Onwards and Upwards?
May 2024 - "73.6% of all Statistics are made up" - anon.
April 2024 - "I've got the power".
March 2024 - Keep on Truckin'?
February 2024 - A Debt Reckoning?
January 2024 - Party like it's 1999? (Just remember what happened after)
December 2023 - Can we see the wood from the trees? Thoughts on 'the new new thing' to come from Governments.
November 2023 - Well, we got what we expected in October, but it is darkest before dawn. November is typically a good month for equities.
October 2023 - Bondfire of the Vanities? September Update
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