Two Movies on One screen
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.
Vietnam & ASEAN Interview
15 July 2022
Vietnam & ASEAN Interview
The Clarity of Chaos
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%.
Tech & Travel in ASEAN
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%.
Market Share & Recovery
22 September 2021
Market Share & Recovery
ASEAN Opportunities Everywhere Continuing the ASEAN opportunities series.
ASEAN Opportunities - Vietnam
20 September 2021
ASEAN Opportunities - Vietnam
Today’s letter focuses on Vietnam, the one shining economy in the entire region.
Supply Chain Commodities
16 September 2021
Supply Chain Commodities
Today’s letter focuses on Supply Chains & Commodities.
Non-Bank Financing Bad Debt
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.
Shipping – An Awful Idea
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.
ASEAN - Why Small Mid Caps outperform 2021
09 February 2021
ASEAN - Why Small Mid Caps outperform 2021
Since equities reached their March 2020 bottom, SMCs have outperformed.
Policy Errors
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.
Capital Flows – ASEAN
14 December 2020
Capital Flows – ASEAN