Southeast Asia

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

‘Growth in Value’: Investing in Value Stocks with 'Hidden' Growth Assets

Searching for value among stocks with hidden growth investments: three case studies

Oct 26, 2021

The Pandemic & Asian Trade Developments

How the 'goods over services' pandemic dynamic has created winners and losers in Asia

Apr 29, 2021

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

Jul 22, 2019

Two Case Studies: a Japanese 'Deep Value' Investment & a Thai 'Special Sit' Turnaround Opportunity

A closer look at two of Panah's investments: a Japanese real estate company and a Thai electronics manufacturer

Oct 11, 2015

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts