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Seraya Investment Webcast #1
Panah Fund 10th anniversary; intro to the new Seraya website and Substack; Seraya's new Sustainability policy; recent topics of discussion with…
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
The US Banking Crisis, Dedollarisation and Gold
The US banking crisis – a speed-bump for the equity rally but a larger problem for credit growth, and how central banks have been buying more gold and…
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…
Fifteen Imponderables for 2023
Fifteen reasons that we have lower conviction than ever on the market outlook for 2023, with a H1 equity market rally as the path of least resistance
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…
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
Seraya Investment
Seraya Investment
Occasional insights into Asian investment from Seraya Investment, the investment manager of the Panah Fund and the co-investment manager of the Phoenix Gold Fund
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