Seraya Investment

Seraya Investment

Home
Archive
About

Sustainability

Seraya Investment - Investor Day 2025
An overview of the Panah & Pasiwali Funds, Asian macro, and investment case studies
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…
The Power of the Royalty & Streaming Model
Money for Nothing and Cheques for Free
Uranium Update: Going Nuclear!
The reasons for uranium’s spectacular ascent, demand-supply factors, and the prospect for a secular bull market
Vietnam: Disappointments and Opportunities
Investment Q&A: Reflecting on almost nine years of investing in Vietnam, and why we remain invested in Vietnamese companies despite all the…
Uranium: the Utility Contracting Cycle Finally Commences
More twists and turns for uranium – the bull market strengthens as the utility contracting cycle finally takes off
Evaluating our Four Predictions for the 2020s & the Current Energy Crisis
The world is already experiencing a massive energy crisis, probably the worst since the early 1970s
Uranium: Reflexivity in Action
Uranium is in a bull market, although the path to profits has taken some unexpected turns
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
Anticipating the End of the Downcycle in a Radioactive Sector ☢️
The investment case for uranium
Shareholder Engagement & Activism in Asia
Reflecting on our experiences of shareholder engagement and activism in Japan and Vietnam
Passive Aggressive
A defence of active investing and two examples of passive distortions: a Vietnamese ETF and a gold-mining ETF
© 2025 Seraya Investment Pte Ltd
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture