Musings

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.

14 December 2020

Capital Flows – ASEAN

16 March 2020