Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Sunpower: Resilient Growth Story; Direct Competitor IPO's in China and Highlights Sunpower Value
Sunpower's is back on a growth trajectory post Covid. Interestingly, a direct peer listed in Shenzhen recently. Sunpower is much bigger and more...
314 Views
Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
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Sunpower: Extension of CB's Puts Focus Back on GI Business Fundamentals
Sunpower extended its CB for another two years at favorable terms to minority shareholders. With this major hurdle out of the way investors can...
429 Views
Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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