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Why We are Different

Why We are Different. Broad and Deep Experience of All Asian Markets. Have Experienced Dozens of Market and Sector Cycles in over 10 Countries In Each Country We Have At Least One Principal With Over 15 Years Experience

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Why We are Different

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  1. Why We are Different Broad and Deep Experience of All Asian Markets • Have Experienced Dozens of Market and Sector Cycles in over 10 Countries • In Each Country We Have At Least One Principal With Over 15 Years Experience • Very Powerful Address Books From Korea to India : Corporate, Government, International Agencies, Consultants / Experts, Industry, Investors, Media • Provide a Well Rounded View, Understanding All the Key Variables. • We accept Asian Data is Far from Perfect • Do Not Build Unrealistic Models •Balance Quantitative Data with Qualitative Judgement We Combine Broad Knowledge of All - Not Just a Few - Key Variables • Markets • Economies • Industries • Investment • Valuations • Liquidity • Cycles • Politics • History • Social Trends • We Come From a Wide Range of Backgrounds • Finance • Management Consulting • Media Broad Experience = Measured Judgement

  2. Why We are Different II • We Work With Investors: Our Financial Interests Are Completely Aligned • Only Successful If Fund Managers Are Successful After Using Our Advice • Totally Independent : Not Dependent on Investment Banking or Broking Not Sensationalists Seeing Devaluations and Market Collapses at Every Turn. e.g. Did Not Believe That China Would Devalue in 1997/8 or that Malaysian Capital Controls Would Fail Quickly Nor Are We Bulls With Rose-Tinted Spectacles e.g. First to Recognise in 1996 Thailand’s Deep Structural Problems and Hong Kong’s Asset Bubble. Underweighted Asia 1996 Short Hong Kong Property Developers 2001 However we do Like a Good Bull Call e.g. Buy Asia September 1998 Only Looking for a Balanced Judgement Not Fear and Greed-Generating Hype

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