We were among the first to sing the praises of Malaysia. Years later, our investment case continues to play out. Read More
Analyst Articles
Dim Sum bonds will benefit from an appreciating Chinese currency. Read More
- November 9, 2011
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Bond investors have found other uses for “dim sum” beyond teatime. Read More
Demographics and economic fundamentals in China and other emerging markets will continue to drive demand for metallurgical coal. Read More
- October 12, 2011
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Amid the uncertainty in the global markets, Asian firms are strategically reinvesting in their businesses. Once the market recognizes these companies are poised for further growth, their stocks should move higher. Read More
The summer selloff didn’t spare our open trades. However, our original investment theses remain intact for all our positions. Read More
- September 14, 2011
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Equities among Europe’s strongest economies now offer even more compelling values. Read More
- August 10, 2011
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Despite the economic turmoil across the pond, pockets of the eurozone remain attractive for ETF investors. Read More
- July 13, 2011
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The summer of 2011 will likely be a sequel of 2010. Expect emerging markets to rally in the fourth quarter. Read More
Conspiracy theories about the Fed’s intentions make for enjoyable reading, but they don’t help investors with the decisions that really matter. Read More