Musings
![ASEAN - Why Small Mid Caps outperform 2021](https://www.rossvancompernolle.com/storage/document/musings/2020/ASEAN-Why-Small-Mid.jpg)
09 February 2021
ASEAN - Why Small Mid Caps outperform 2021
Since equities reached their March 2020 bottom, SMCs have outperformed.
![Policy Errors](https://www.rossvancompernolle.com/storage/document/musings/2020/Policy-Errors.jpg)
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](https://www.rossvancompernolle.com/storage/document/musings/2020/Capital-flows-in-ASEAN.jpg)
14 December 2020
Capital Flows – ASEAN
![COVID-19 Musing](https://www.rossvancompernolle.com/storage/document/musings/2020/COVID-19-Musing.jpg)
16 March 2020
COVID-19 Musing
![ASEAN COVID-19 IMPACT](https://www.rossvancompernolle.com/storage/document/musings/2020/ASEAN-COVID-19%20IMPACT.jpg)
24 February 2020