Ideas Lab.

  • A Repository of Our Musings, Insights, Takeaways and Short-listed Themes Meriting Further Investment Due Diligence

EM: Real Solutions in Real Economy for Real Money

November 15, 2018

“Real” and “fake” are terms du jour. Avoiding the latter and pursuing what’s “real” is important in invest....

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India: Wake Up and Smell the Chai

October 10, 2018

India runs on chai just as America runs on Dunkin, which incidentally also has a Dunkin Chai to o....

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The Long Private Road to EM

August 28, 2018

“It’s cockamamie idea. For starters, what’s the difference between six and three months? ... Either way we....

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EM’s DM Risks

July 25, 2018

For all the hel-sink-ing moments we have lived through over the past year and half, EM ha....

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Venturing for Growth into EM

June 25, 2018

Growth has become an obsession, and rightly so. The post-recession world has at best seen only a head fake....

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Trading Trade Wars

May 23, 2018

“Make love not war”, is probably an adage appropriate for warring factions but when war is over trade, eve....

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A Chinese Menu for China

April 17, 2018

It may be too hot in China’s kitchen as Master Chef Xi Ji Ping and his sous-chefs are trying hard to cook ....

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Infrastructure Investing: Your Lasting Impact on EM and Portfolios

March 13, 2018

For some uncanny reason, March has had a lasting impact in history, be it the turning point for the Roman ....

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VOL: LOV ‘EM

February 13, 2018

'Tis the season for love but not a lot of love’s been lost on volatility- markets’ long forgotten....

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Spreading for Spread: EM Long/Short Corporate Debt

January 11, 2018

Happy New Year, as happiness abounds in global markets unabated. Killjoys we are not and gladly defer to t....

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Corporate Japan: A Rising Sun for Smaller Companies

December 6, 2017

Background If Rip Van Winkle woke up to the rising sun in Japan today, he’d be greeted....

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EM Distress: Trick or Treat ?

November 9, 2017

Less than ten days ago, cute little monsters huddled around our doors shouting, “trick or treat”. As respo....

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The “Private” in Private Debt

October 18, 2017

There is probably nothing private about private debt anymore for it has widely staked its claim as a legit....

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Present Value of Poli-tech

September 28, 2017

Reconciling a sluggish global economy and all round uncertainty with rallying stock markets and tight spre....

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EM Alternative Ideas Meriting Further Due Diligence

Corporate Japan: Time for Active Engagement to Unlock Value in Smaller Companies

For the past 25 years Japan was mostly a forgotten story with Corporate Japan cash rich but earnings poor reflecting in weak stock prices. However, the last three years have witnessed sweeping corporate reforms that are likely to continue, thus continuing to offer a conducive climate for unlocking share value. Distinct from large cap export oriented names populating broad market indexes, small cap domestic names offer a compelling opportunity for Japan-based “engagement partners” to unlock shareholder value through myriad means targeting mid-high teen IRRs over 1-3 years.

Note: While Japan is a developed market, its market inefficiencies are as attractive as opportunities in EM.

*Any themes/ideas discussed above is not an offer to buy or sell an investment.

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