Singapore-based boutique asset management firm

River Valley Asset Management

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.

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Partner, River Valley Asset Management

Partner

Thematic (Sector/Industry)

<p>As regular followers would know, we at <a href="http://www.rivervalleyasset.com/newsletters" target="_blank">River Valley Asset Mgt.</a> usually spend the early part of the year travelling, kicking the tyres, sniffing out opportunities, getting comfortable with our investment views and watching out for lurking risks. January 2019 took us to Indonesia where we attended a conference, met up with companies, heard the local take on politics and got a feel for the investment landscape in this emerging and dynamic economy at the heart of ASEAN. The time was well spent but we came back wondering how long it is going to take Indonesia to deliver on its full potential.</p><p>Jakarta at this time of the year is nice and pleasant and traffic was not too onerous. We had two full days of back-to-back company meetings in addition to listening to political pundits pontificating on the implication of the impending elections. While there were diverging views, nobody expected a significant change in direction after the elections. Consensus was veering round to the view that the economy should start looking up in the second half of the year, once the dust settles. There were a few cautionary risks mentioned, for instance an unexpected upset or a slip towards populism, though they were dismissed as quickly as they were raised. The economy seems to be chugging along at a steady pace and the improving global environment is providing reasons for optimism to corporates who are all directly impacted by exchange rate fluctuations of the currency.</p>

As regular followers would know, we at River Valley Asset Mgt. usually spend the early part of the year travelling, kicking the tyres, sniffing out opportunities, getting comfortable with our investment views and watching out for lurking risks. January 2019 took us to Indonesia where we attended a conference, met up with companies, heard the local take on politics and got a feel for the investment landscape in this emerging and dynamic economy at the heart of ASEAN. The time was well spent but we came back wondering how long it is going to take Indonesia to deliver on its full potential.Jakarta at this time of the year is nice and pleasant and traffic was not too onerous. We had two full days of back-to-back company meetings in addition to listening to political pundits pontificating on the implication of the impending elections. While there were diverging views, nobody expected a significant change in direction after the elections. Consensus was veering round to the view that the economy should start looking up in the second half of the year, once the dust settles. There were a few cautionary risks mentioned, for instance an unexpected upset or a slip towards populism, though they were dismissed as quickly as they were raised. The economy seems to be chugging along at a steady pace and the improving global environment is providing reasons for optimism to corporates who are all directly impacted by exchange rate fluctuations of the currency.

Indonesia: Waiting To Unleash The Potential