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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
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