Showing 1-5 of 5 results
Video
watch | 21 Feb 2023
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
Article
read | 18 Jan 2023
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
Video
watch | 3 Nov 2022
Video - Staying the Course in China
There have been a lot of negative headlines about China recently, covering geopolitical concerns...
Article
read | 27 Oct 2022
Asia ex-Japan Market Update
The last 12 months have been a tough period for markets in the Asia region. Only two markets in...
Article
read | 25 Jul 2022
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
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