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Announcements
Asia Small Companies: December 2020 Quarterly Commentary
Asia Small Companies: December 2020 Monthly Commentary
Global Equity Strategy: December 2020
Global Listed Infrastructure Strategy: December 2020 Commentary
Global Equity Strategies: November 2020 Commentary
The Webinar: The New Cold War & Investment Post the U.S Election
Asia Small Companies: October 2020 Commentary
Asia Small Companies: September 2020 Commentary
Global Listed Infrastructure Strategy: September Commentary
About Delft Partners
Views
On Hearing The Senate Has Gone Democrat
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January 2021
2020 Hindsight is a Wonderful Thing
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December 2020
Look to the future; return to the past
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October 2020
Jackson Hole Part II – Reality Coming?
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September 2020
Some Thoughts on Jackson Hole
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September 2020
Future Tense or Past Imperfect?
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August 2020
Time to Look to The East or "Go East Young Man?"
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August 2020
Singapore's legacy for the fourth generation of the People's Action Party
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July 2020
Global Infrastructure Spending Emerging as The Focus
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June 2020
Protests in Hong Kong and the Impact on Equity Market Returns
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June 2020
Benefitting from the Age of Efficient Corporate Management in Japan
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May 2020
The ‘Beginning of the End’, or the ‘End of the Beginning’?
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May 2020
One Hundred Years Of Solitude?
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April 2020
Love in the Time of Covid 19
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April 2020
Keep Calm and Carry On?
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March 2020
Trends in Renewable Energy
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January 2020
Water Infrastructure in China
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January 2020
2019 A Surprisingly Good Year for Risk Assets: 2020 Outlook
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January 2020
Two Steps Forward, One Back in Japan
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December 2019
On the Road Again: Hong Kong
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November 2019
On the Road - Again Part II Germany Calling
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November 2019
On the road - again. The UK.
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November 2019
Japan as a Safe Haven for Equity Investors
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October 2019
Reflecting on Policy Errors in the Administration of Hong Kong
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September 2019
Advantage Advantest? Or why are Japanese technology companies so overlooked?
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August 2019
Is the Euro the Biggest Threat to the Global Trading System?
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July 2019
Improving Returns for Shareholders in Japan
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July 2019
Obscuring the true cost of management
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May 2019
Innovation in Asia
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April 2019
Practical and enhanced implementation of ESG Oversight
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April 2019
The importance of fundamental oversight of systematic investment processes
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November 2018
The Development of Corporate Governance in Asia
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July 2018
The Asian Opportunity
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July 2018
Model Portfolios: A smarter approach to multi-manager implementation
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July 2018
How much risk is there in my passive strategy?
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July 2018
What do we mean by a Technology Stock?
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July 2018
Technology Stocks are not just about the software and hardware
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May 2018
Research
Nextera Energy - a stock for the imminent global infrastructure opportunity
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September 2020
A look into the Delft Partners portfolio in Asia
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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