Seraya Investment

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

October 2024

China: Whatever It Takes?

Houses are for living in, stocks are for speculatin’

Oct 7, 2024

September 2024

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…

Sep 4, 2024

May 2024

The Case for Japan: Part 2

The ‘Not China’ trade, and where we think Japan’s best investment opportunities can now be found

May 10, 2024

The Case for Japan: Part 1

Party like it's 1989?!

May 9, 2024

April 2024

Defying Gravity: The Liquidity Conundrum

How asset prices have remained elevated despite higher interest rates

Apr 19, 2024

February 2024

The Power of the Royalty & Streaming Model

Money for Nothing and Cheques for Free

Feb 7, 2024

October 2023

Uranium Update: Going Nuclear!

The reasons for uranium’s spectacular ascent, demand-supply factors, and the prospect for a secular bull market

Oct 19, 2023

September 2023

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…

Sep 12, 2023

July 2023

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

Jul 15, 2023

May 2023

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…

May 4, 2023

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…

May 4, 2023