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)

As a mature economy with stable businesses, Singapore's equity benchmarks are dominated by Banks &amp; Government Linked Companies (GLC's) which have grown large over time. The large listed companies in Singapore (private as well as GLC’s) are now facing headwinds from tight labour markets resulting in rising costs and, in the absence of growth, the need to focus on raising productivity.  It is therefore not surprising that the Singapore markets do not excite the average investor. However, within this space we have been finding many hidden gems which have consistently delivered and increasingly fit the needs of a Singaporean investor looking for stable returns in a low growth environment: the REIT marketplace. Over the last seven years the REIT index has delivered over 10% p.a. annualized return which stands in stark contrast to the meagre 4% returns from benchmark STI index.

As a mature economy with stable businesses, Singapore's equity benchmarks are dominated by Banks &amp; Government Linked Companies (GLC's) which have grown large over time. The large listed companies in Singapore (private as well as GLC’s) are now facing headwinds from tight labour markets resulting in rising costs and, in the absence of growth, the need to focus on raising productivity.   It is therefore not surprising that the Singapore markets do not excite the average investor. However, within this space we have been finding many hidden gems which have consistently delivered and increasingly fit the needs of a Singaporean investor looking for stable returns in a low growth environment: the REIT marketplace. Over the last seven years the REIT index has delivered over 10% p.a. annualized return which stands in stark contrast to the meagre 4% returns from benchmark STI index.

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

In this two-part series about my alma mater, Singapore-based UOB Group, we highlight some of the interesting corporate culture, such as cost controls, a large returnee population, and strangely relaxed but effective working environment. From a working standpoint, UOB, one of Singapore's three largest banks, remains a family business, but their reach spans most of Southeast Asia and even HK and parts of China. Most outsiders don't realize that UOB has selective presence in London and America too yo.Founded by Wee Kheng Chiang, nicknamed the Uncrowned King of Sarawak by none other than one of the White Rajah's Queen!, they have since branched out into both related (securities, private equities) and unrelated (property, Tiger Balm...seriously?...and even food yo). This is a story of a Group that will occasionally follow Rupert Murdoch's haphazard strategy of "Throw Spaghetti to the wall and see what sticks", but they've achieved pretty good results with it to the best of my recollections. Enjoy!

In this two-part series about my alma mater, Singapore-based UOB Group, we highlight some of the interesting corporate culture, such as cost controls, a large returnee population, and strangely relaxed but effective working environment. From a working standpoint, UOB, one of Singapore's three largest banks, remains a family business, but their reach spans most of Southeast Asia and even HK and parts of China. Most outsiders don't realize that UOB has selective presence in London and America too yo.Founded by Wee Kheng Chiang, nicknamed the Uncrowned King of Sarawak by none other than one of the White Rajah's Queen!, they have since branched out into both related (securities, private equities) and unrelated (property, Tiger Balm...seriously?...and even food yo). This is a story of a Group that will occasionally follow Rupert Murdoch's haphazard strategy of "Throw Spaghetti to the wall and see what sticks", but they've achieved pretty good results with it to the best of my recollections. Enjoy!

UOB Good'Ol Days (Part I): The Uncrowned King of Sarawak

Asia's Leading Online Property Group, PropertyGuru

Bjorn Sprengers

Asia's Leading Online Property Group

PropertyGuru

PropertyGuru Pte Ltd owns and operates a real estate property information website. The Company offers facilities to search for condominiums, apartments, Housing and Development Board (HDB) flats, serviced apartments, houses, and commercial properties to rent and buy in Singapore.

Oversupply and remnant stock plague Singapore’s private non-landed residential market, and all eyes are on how developers will make their moves in 2017. We take a look at the upcoming projects pipeline:<ul><li>A number of interesting launches are set to hit the market in 2017, including projects in Bideford Road, Martin Place and Siglap Link.</li><li>The government will also be releasing five sites for residential projects in 2017 on the Confirmed List in the GLS.</li><li>There are no EC sites on the Confirmed List, to allow current supply time to be absorbed.</li><li>A number of projects are also looking to enbloc in 2017 as well.</li></ul>

Oversupply and remnant stock plague Singapore’s private non-landed residential market, and all eyes are on how developers will make their moves in 2017. We take a look at the upcoming projects pipeline:A number of interesting launches are set to hit the market in 2017, including projects in Bideford Road, Martin Place and Siglap Link.The government will also be releasing five sites for residential projects in 2017 on the Confirmed List in the GLS.There are no EC sites on the Confirmed List, to allow current supply time to be absorbed.A number of projects are also looking to enbloc in 2017 as well.

Singapore Residential - Popular New Sites for 2017

Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

<div><h2>Private Residential Primary Sales Status (Excluding Executive Condominiums)</h2></div>Singapore primary home sales declined after two consecutive months of improvement. Developers sold a total of 860 units of new homes (ex-ECs), a decline of 31% month-on-month (see Figure 1). However, year-on-year, the sales is 13% higher. The slower sales in November was expected due to the decrease in the number of new launches, compared with the previous 2 months. The total number of units sold by the developers from…

Private Residential Primary Sales Status (Excluding Executive Condominiums)Singapore primary home sales declined after two consecutive months of improvement. Developers sold a total of 860 units of new homes (ex-ECs), a decline of 31% month-on-month (see Figure 1). However, year-on-year, the sales is 13% higher. The slower sales in November was expected due to the decrease in the number of new launches, compared with the previous 2 months. The total number of units sold by the developers from…

Singapore Primary Home Sales Decreased by 31% in November

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

In the month of November 2016, there were a total of 24,007,000 shares repurchased by 30 companies, with a total consideration of S$40.0 million. This compares with S$26 million in October 2016 and S$45 million in November 2015.The five stocks with the largest buyback consideration values in November 2016 were StarHub, UOL Group, SIA Engineering Company, Singapore Exchange and Hi-P International.Buybacks in November 2016 have taken the total share buyback consideration for the 2016 YTD to S$818…

In the month of November 2016, there were a total of 24,007,000 shares repurchased by 30 companies, with a total consideration of S$40.0 million. This compares with S$26 million in October 2016 and S$45 million in November 2015.The five stocks with the largest buyback consideration values in November 2016 were StarHub, UOL Group, SIA Engineering Company, Singapore Exchange and Hi-P International.Buybacks in November 2016 have taken the total share buyback consideration for the 2016 YTD to S$818…

30 Companies Bought Back Own Shares in November

Singapore

UOL Group Limited is a property company. The Company has a diversified portfolio of development and investment properties, hotels, and serviced suites. UOL Group, through its subsidiary owns a portfolio of commercial assets and hotels. UOL Group operates in Asia, Oceania, and North America.

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UOL Group (UOL SP)

Singapore - The Hidden Gems

As a mature economy with stable businesses, Singapore's equity benchmarks are dominated by Banks & Government Linked Companies (GLC's) which...

River Valley Asset Management

UOB Good'Ol Days (Part I): The Uncrowned King of Sarawak

In this two-part series about my alma mater, Singapore-based UOB Group, we highlight some of the interesting corporate culture, such as cost...

Athaporn Arayasantiparb, CFA

Singapore Residential - Popular New Sites for 2017

Oversupply and remnant stock plague Singapore’s private non-landed residential market, and all eyes are on how developers will make their moves in...

PropertyGuru

Singapore Primary Home Sales Decreased by 31% in November

Private Residential Primary Sales Status (Excluding Executive Condominiums)Singapore primary home sales declined after two consecutive months of...

TAN Kok Keong

30 Companies Bought Back Own Shares in November

In the month of November 2016, there were a total of 24,007,000 shares repurchased by 30 companies, with a total consideration of S$40.0 million....

Singapore Exchange Ltd (SGX)

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