Seraya Investment

The New World (Dis)Order

Navigating the fallout from President Trump's beautiful trade war

Apr 25

March 2025

The Power of Platforms: Part 2

Online recruiting platforms, and a case study of a Taiwanese ‘HR-tech’ company

Mar 21

The Power of Platforms: Part 1

Classified advertising and the new ‘rivers of gold’

Mar 19

Seraya Investment - Investor Day 2025

An overview of the Panah & Pasiwali Funds, Asian macro, and investment case studies

Mar 5

November 2024

Seraya Investment Webcast #2

What ‘Trump 2.0’ means for Asian economies and markets, and our view on China’s recent stimulus package

Nov 18, 2024

October 2024

China: Whatever It Takes?

Houses are for living in, stocks are for speculatin’

Oct 7, 2024

September 2024

Uranium Update – A Tale of Two Markets

As the World Nuclear Association Symposium commences this week, a reminder why investors should refocus their attention on long-term supply and demand…

Sep 4, 2024

May 2024

The Case for Japan: Part 2

The ‘Not China’ trade, and where we think Japan’s best investment opportunities can now be found

May 10, 2024

The Case for Japan: Part 1

Party like it's 1989?!

May 9, 2024

April 2024

Defying Gravity: The Liquidity Conundrum

How asset prices have remained elevated despite higher interest rates

Apr 19, 2024

February 2024

The Power of the Royalty & Streaming Model

Money for Nothing and Cheques for Free

Feb 7, 2024

October 2023

Uranium Update: Going Nuclear!

The reasons for uranium’s spectacular ascent, demand-supply factors, and the prospect for a secular bull market

Oct 19, 2023