Partner, River Valley Asset Management

River Valley Asset Management

Partner

Singapore-based boutique asset management firm

River Valley Asset Management is a Singapore-based boutique asset management firm. Our team at RVAM strongly believes in being a trusted steward of our clients' wealth across generations.

Each of our fund managers has years of rich portfolio management experience over multiple market cycles at world-class investment houses. We bring our clients the combined strength of our investment team to manage their financial portfolios and to provide bespoke guidance on all aspects of their financial health.

We offer multi-asset class expert investment advice to accredited investors who are family offices, high net worth individuals and institutional investors to preserve and grow our clients' wealth.

The fund management team of the company includes Homiyar Vasania, Anand Ramachandran and Jamshed Desai.

Thematic (Sector/Industry)

<p>We often get asked to compare the quantum, source and quality of the return from the US market and the return from Asian markets (<a href="http://www.rivervalleyasset.com/" target="_blank">River Valley Asset's </a>home market) from the perspective of where more wealth has been created over time, how investors can participate in this wealth creation and the sustainability of this wealth creation. With diverging performance of Asian &amp; US markets this year, it is a topical question and in this short analysis we try to address some of the issues. We look at long run returns in each market, the earnings growth, the valuation and how it has changed over two decades. While it is easy to get caught up in the headlines, facts are what they are the numbers actually tell their own story, which from an Asian context looks compelling.</p>

We often get asked to compare the quantum, source and quality of the return from the US market and the return from Asian markets (River Valley Asset's home market) from the perspective of where more wealth has been created over time, how investors can participate in this wealth creation and the sustainability of this wealth creation. With diverging performance of Asian &amp; US markets this year, it is a topical question and in this short analysis we try to address some of the issues. We look at long run returns in each market, the earnings growth, the valuation and how it has changed over two decades. While it is easy to get caught up in the headlines, facts are what they are the numbers actually tell their own story, which from an Asian context looks compelling.

Japan

The MSCI AC Asia Pacific Index is a free-float weighted equity index. It was developed with a base value of 100 as of December 31, 1987.

Msci Ac Asia Pacific Index (MXAP INDEX)

Tale of Two Markets - Asia & USA

We often get asked to compare the quantum, source and quality of the return from the US market and the return from Asian markets (River Valley...

River Valley Asset Management