Activism

The Power of Platforms: Part 2

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

Mar 21

'Capital Cycle' Investing: The Market-Cycle Diaries

The importance of understanding cyclicality and its role in investing

Jan 20, 2019

Shareholder Engagement & Activism in Asia

Reflecting on our experiences of shareholder engagement and activism in Japan and Vietnam

Jul 18, 2018

The Art of the (Graceful?) Exit

A closer look at when to sell, including two case studies: a Japanese Home Centre Retailer and a Vietnamese Jewellery Company

Jul 20, 2017

Market Structure, Disclosure and Governance Issues in Asia

The 'bezzle', our corporate governance feedback to the State Securities Commission of Vietnam, and other corporate governance challenges in Japan and…

Apr 11, 2017

Looking for Inefficiencies & Defining our Downside

A closer look at two of Panah's investments in 'fallen angels': a Papua New Guinean gas explorer and a Japanese power plant service company

Jul 14, 2016

The Unintended Consequences of Extreme Japanese Monetary Policy & Why Invest in Japan?

Unexpected consequences as the Bank of Japan adopts Negative Interest Rate Policy, but why we see opportunities in Japan regardless

Apr 10, 2016

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