Jafco- Recent Results Highlight the Upside Case Going Forward
Recent IPO exits show strong returns , highlighting value in their portfolio. Capital management improved with interim dividends and stock...
227 Views
Overview #11 – China Follows Through While Japan Dithers and India Feeds the Ducks
A review of recent events/data impacting our investment themes and outlook. We look at the big kahunas in Asia - China, Japan and India
488 Views
Insurance Sector as a Leveraged Play on the Chinese Revival
Chinese stocks in a cyclical bull market offer a promising opportunity especially in the insurance sector due to a reversal of trends and a low...
249 Views
As Good as Gold – Take the Money and Run?
2024 has been a strong year for precious metals and associated equities, with gold up 32% YTD and gold miners up 39%. The question now is whether...
307 Views
Ministry of Housing Press Conference – First Take
The next step on more detailed measures on stabilising the property market in China. Some big positives but disappointment likely for some
210 Views