The Development of Corporate Governance in Asia

By Kevin Smith, Early in 2001 Jamie Allen, Secretary General of the Asian Corporate Governance Association (ACGA) arrived in my Hong Kong office to persuade me of the merits of joining the ACGA. I didn’t need much if any persuasion and have been a strong supporter of the ACGA in the seventeen year...
Read More

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...
Read More

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...
Read More

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 ...
Read More

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...
Read More

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...
Read More