Investment Adventures in Emerging Markets

Not All Emerging Markets Are Equal
Perspective

Not All Emerging Markets Are Equal

“We find a disconnect between the negative sentiment permeating the market and positive EM equity fundamentals, including rising cash flows, improving capital-allocation discipline, corporate deleveraging, healthy earnings and discounted valuations.” - Manraj Sekhon and Chetan Sehgal, Franklin Templeton Emerging Markets Equity

Looking Back 20 Years: Lessons of the Asian Financial Crisis
History

Looking Back 20 Years: Lessons of the Asian Financial Crisis

It is our job to differentiate the individual investment opportunities we see on a case-by-case basis, and use times of inevitable panic to pick up bargains where we see sound footing and good prospects.

An Ocean Voyage in Southeast Asia
Perspective

An Ocean Voyage in Southeast Asia

Air travel is a quick and convenient way to get from one place to the next, but sometimes it’s nice to slow down and enjoy the journey. Traveling ...

Thai People Mourn Loss of Their King
Perspective

Thai People Mourn Loss of Their King

There are concerns that political differences could again re-emerge in Thailand that have in the past been destabilizing. However, in our view, the backdrop to a royal succession has improved drastically in recent years.

A Spiritual Journey in Thailand
History

A Spiritual Journey in Thailand

It’s our view that Thailand’s long-term economic and investment potential remains bright for many reasons, and once the Brexit shock starts to wear off, investors should recognize the unique differences among individual emerging markets.

Singapore – Gateway to Southeast Asia

Singapore – Gateway to Southeast Asia

Reflections: Venturing into a New Frontier

Reflections: Venturing into a New Frontier

Readers’ Questions Answered Part V

Readers’ Questions Answered Part V

Addressing Investor Concerns after Heightened Volatility

Addressing Investor Concerns after Heightened Volatility

Finding a Niche in South Korea

Finding a Niche in South Korea

Comments on Thailand

Comments on Thailand

Update on Thailand

Update on Thailand