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Seraya Investment Webcast #3
The state of world trade following ‘Liberation Day’, and implications for Asian investors
The New World (Dis)Order
Navigating the fallout from President Trump's beautiful trade war
Seraya Investment - Investor Day 2025
An overview of the Panah & Pasiwali Funds, Asian macro, and investment case studies
Seraya Investment Webcast #2
What ‘Trump 2.0’ means for Asian economies and markets, and our view on China’s recent stimulus package
The Case for Japan: Part 2
The ‘Not China’ trade, and where we think Japan’s best investment opportunities can now be found
The Case for Japan: Part 1
Party like it's 1989?!
Defying Gravity: The Liquidity Conundrum
How asset prices have remained elevated despite higher interest rates
The US Dollar Wrecking Ball & the End of the Last Great (Japanese) Carry Trade?
"Our Dollar, Your Problem" as the US Dollar wreaks havoc, plus the risks to global markets as the Bank of Japan contemplates major changes to YCC and…
‘Growth in Value’: Investing in Value Stocks with 'Hidden' Growth Assets
Searching for value among stocks with hidden growth investments: three case studies
Japan: Warren Buffett Takes the Plunge & Yoshihide Suga Take the Reins
Why Warren Buffett is finally buying Japanese stocks, and the potential for structural reform in Japan under a new prime minister
The Death of Mean Reversion and the Case for 'Asia ex-China'
The COVID-19 melt-up, why mean reversion is currently not working for value investors, and a closer look at Asian inflows
Why invest in Asia? A Fundamental Look at the Drivers of Growth and Stock Returns in Asia since 1960
An examination of which Asian countries have got rich over the last ~50 years and how – the importance of export manufacturing for wealth creation
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