The Asian Opportunity – One stock to ride the wave

By Robert Swift, We have been suggesting that investors take a fresh look at Asia and that includes Japan but currently excludes India.  The markets are cheap; companies are treating shareholders more seriously; and the current sell-off provides a great entry point on a multi-year time horizon.  W...
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Finding sensibly priced growth

By Karl Hunt Growth investing has pretty much been the prevailing theme for some time now.  This is perhaps to be expected in a low inflationary, low growth world.  Sales growth is hard to come by for companies, so investors “bid up” the value of a scarce resource – growth.  However, it...
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Chinese Bonds Following the Trail Blazed by Equities

By Kevin Smith I recently wrote about my experiences of investing in equities in China over the past 25 years (see here).  Bond markets in China are now following a similar path of being made available to international investors.  The Bond Connect programme celebrated a first anniversary in July ...
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USA China trade wars – who wins?

By Robert Swift In light of the aggressive and well publicised trade disputes between the USA and China, we thought it worthwhile providing commentary from an associate of ours with expert insight.  Stewart Paterson worked for many years in India, Hong Kong, and then Singapore as a macro-economic s...
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This Tech stock is one to watch

By Kevin Smith Our view of a technology stock looks beyond the traditional sector classifications in equity markets.  Large companies that are typically regarded as technology stocks like Facebook and Google have earnings that are driven by advertising revenue and have less intellectual property th...
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A Quarter-Century of Investing in China

By Kevin Smith A recent Barron’s article by Bradley Krom and Matt Wagner highlighted the complexity of accessing Chinese equities across the two share classes domestically and five share classes internationally. Chinese Equities: Market Access, Equity Benchmarks & A-Shares The article prompted...
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What do we mean by a Technology Stock?

By Robert Swift Last time we wrote about the ‘hidden’ technology in such seemingly mundane areas as car seats. We argued that paying a lot for ‘technology’ earnings made little sense when so much patented technology existed outside the technology sector, and at much cheaper valuations. Our v...
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