There’s been a lot of talk on growth investing over the past year. Growth stocks have performed very well last year despite the ongoing pandemic, with the technology-heavy NASDAQ Composite Index climbing by 21.4% in 2021. As many countries begin their recovery, investors have been rushing towards...
There are many ways investors can ride on the growth of Asia. A growing middle class and rising affluence are driving higher levels of consumption. At the same time, Asian countries are modernising by investing in infrastructure and technology. All these trends point towards a future where Asia...
Traditionally, most companies look to the western countries for new innovations. However, this trend is about to change. There are compelling reasons to believe that Asia is set to be the next big growth engine in the next decade and beyond. The COVID-19 pandemic has further accelerated this...
Editor’s note: A version of this article first appeared in The Business Times in January this year. Today’s article is an updated version, which takes COVID-19 into consideration. I bought units of Mapletree Logistics Trust (SGX: M44U) in September 2006. I still own all of those...
Missed out on our webinar? Here's a snippet on why we think The Asian Consumer Is The Next Big Thing ...
Cast your mind back to the 1960s. You can’t? I’m not surprised because some of you probably weren’t even born then. But let me take you on a whistle-stop tour down memory lane...
In our webinar last week, some concerned members asked David how they could protect their portfolios with all the uncertainty in the world today...
Most Asian companies are simply a clever copy of Western companies - or so the cynical among us might say. As investors, we will miss out on opportunities if we are swayed by this sweeping statement. The reality, however, is more nuanced. Broad generalisations can hold...
With the addition of another 1.5 billion middle class Asians by 2030, there will be more demand for services and consumer goods and plenty of consumer spending to go around....
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