Musings
![The Perfect Thai Play](https://www.rossvancompernolle.com/storage/document/musings/2024/05/20231130-cover.jpg)
31 May 2024
The Perfect Thai Play
![Riding the Waves](https://www.rossvancompernolle.com/storage/document/musings/2023/11/20231130-cover.jpg)
30 November 2023
Riding the Waves
![Active and Focused](https://www.rossvancompernolle.com/storage/document/musings/2023/03/20230317-cover.jpg)
17 March 2023
Active and Focused
![Two Movies on One screen](https://www.rossvancompernolle.com/storage/document/musings/2022/11/20221130-cover.jpg)
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](https://www.rossvancompernolle.com/storage/document/musings/2022/09/20220902-1.jpg)
15 July 2022
Vietnam & ASEAN Interview
![The Clarity of Chaos](https://www.rossvancompernolle.com/storage/document/musings/2022/06/20220620-cover.png)
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](https://www.rossvancompernolle.com/storage/document/musings/2021/12/Tech-Travel-in-ASEAN.jpg)
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](https://www.rossvancompernolle.com/storage/document/musings/2021/09/market-share.jpg)
22 September 2021
Market Share & Recovery
ASEAN Opportunities Everywhere Continuing the ASEAN opportunities series.
![ASEAN Opportunities - Vietnam](https://www.rossvancompernolle.com/storage/document/musings/2021/09/ASEAN-Opportunities-Vietnam.jpg)
20 September 2021
ASEAN Opportunities - Vietnam
Today’s letter focuses on Vietnam, the one shining economy in the entire region.
![Supply Chain Commodities](https://www.rossvancompernolle.com/storage/document/musings/2021/09/Supply-Chain-Commodities.jpg)
16 September 2021
Supply Chain Commodities
Today’s letter focuses on Supply Chains & Commodities.
![Non-Bank Financing Bad Debt](https://www.rossvancompernolle.com/storage/document/musings/2021/09/Non-Bank-Financing-Bad-Debt.jpg)
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](https://www.rossvancompernolle.com/storage/document/musings/2021/03/Shipping-An-Awful-Idea.jpg)
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.