What if better management starts with seeing connections that were there all along? In this conversation, Balaji Reddie and Andrew Stotz unpack one of the most powerful and overlooked ideas in management: that everything is connected.
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ISC Company Limited (095340 KS): Profitable Growth rank of 4 was down compared to the prior period’s 2nd rank. This is above average performance compared to 720 medium Info Tech companies worldwide.
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Hong Leong Asia Limited (HLA SP): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 1,380 large Industrials companies worldwide.
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Siam City Cement Public Company Limited (SCCC TB): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 750 large Materials companies worldwide.
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Performance review of our strategies in June 2026 – All Weather Inflation Guard gained 0.7%, All Weather Strategy gained 0.8%, All Weather Alpha Focus gained 0.7%.
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In this episode, Deming educator Balaji Reddie reveals the practices that are hiding in plain sight within most organizations. Practices that feel normal. That get celebrated. And that quietly undermine everything you’re building.
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Malaysia, Hong Kong, India, China and Indonesia were the only markets with a negative return in 1H26. Korea was the strongest performer in USD and local terms.
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Andersons Incorporated (ANDE US): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 540 large Cons. Staples companies worldwide.
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Yunnan Baiyao Group Company Limited (000538 SZ): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 360 large Health Care companies worldwide.
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Golden Agri-Resources Limited (GGR SP): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 410 large Cons. Staples companies worldwide.
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