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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
Two 'Special Sits': Vietnamese Convertible Bonds and Sri Lankan Local Government Debt
Investing in some difficult-to-define ‘special sit’ opportunities: Vietnamese ‘busted’ convertible bonds and Sri Lankan local currency debt
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…
‘Growth in Value’: Investing in Value Stocks with 'Hidden' Growth Assets
Searching for value among stocks with hidden growth investments: three case studies
The Pandemic & Asian Trade Developments
How the 'goods over services' pandemic dynamic has created winners and losers in Asia
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
'Compounders': The Ultimate 'Lazy' Investment Choice?
Finding 'compounder' investments and sticking with them, and a case study of a Vietnamese ICT 'compounder' investment
Shareholder Engagement & Activism in Asia
Reflecting on our experiences of shareholder engagement and activism in Japan and Vietnam
Vietnam Has Outperformed – What Now?
Investment Q&A: Why we remain bullish on Vietnam, the consensus market view, opportunities and risks
The Trials & Temptations of a Value Investor
Defining the 'value' in value investing, and why value investing means more than just searching for low P/B stocks
Passive Aggressive
A defence of active investing and two examples of passive distortions: a Vietnamese ETF and a gold-mining ETF
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