Musings
17 March 2023
Active and Focused
01 December 2022
Two Movies on One screen
One is either focused on recession, inflation, and war or is focused on a region that has only recently reopened for international travel and business, and is benefitting from increasing investment capital flow.
15 July 2022
Vietnam & ASEAN Interview
20 June 2022
The Clarity of Chaos
The RVC Emerging Asia Fund continues to be positive for the year whereas ASEAN is -4.4%, Asia Pacific ex Japan is -11.2%, the NASDAQ is -31.7% and Dogecoin is -68.3%.
22 December 2021
Tech & Travel in ASEAN
This year the RVC Emerging Asia Fund continues to perform well, +30% YTD versus the region which is -1.4%.
22 September 2021
Market Share & Recovery
ASEAN Opportunities Everywhere Continuing the ASEAN opportunities series.
20 September 2021
ASEAN Opportunities - Vietnam
Today’s letter focuses on Vietnam, the one shining economy in the entire region.
16 September 2021
Supply Chain Commodities
Today’s letter focuses on Supply Chains & Commodities.
14 September 2021
Non-Bank Financing Bad Debt
Continued policy errors and lockdowns in the ASEAN region and throughout multiple parts of the world allow for multiple opportunities to continue to arise.
11 March 2021
Shipping – An Awful Idea
The shipping industry is notorious for capital destruction with decades of underperformance followed by a few years of astounding rates.
09 February 2021
ASEAN - Why Small Mid Caps outperform 2021
Since equities reached their March 2020 bottom, SMCs have outperformed.
15 December 2020
Policy Errors
This combined with a recovery in business activities has been driving our existing and several new holdings since March 2020.