All Weather Alpha Focus: The strategy was 1.5% above the 60/40 portfolio in March. We expect central banks to do what they can to prop up markets and the Indian stock market to remain strong.
Read More
All Weather Strategy: AWS significantly outperformed a traditional 60/40 portfolio by 2.1% in March 2022. War in Ukraine, recovery demand, and supply-chain bottlenecks drive commodities and gold.
Read More
Polyplex (Thailand) Public Company Limited (PTL TB): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 680 medium Materials companies worldwide.
Read More
Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
Read More
Pruksa Holding Public Company Limited (PSH TB): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 240 large Real Estate companies worldwide.
Read More
Many forces at work impact inflation. There are current trends that cause both inflationary and deflationary measures. Whether we’ll see inflation or deflation in the future depends on which of these forces dominate.
Read More
Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.
Read More
In March 2022, we published 12 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreAS SEEN ON:
