Chief Executive Officer, Emmer Capital Partners Limited

Manishi Raychaudhuri

Chief Executive Officer

Emmer Capital Partners Limited

Emmer Capital Partners is an Asia Pacific focused financial advisory firm engaging in strategic financial asset allocation advice, bespoke thematic research and advising early-stage companies and connecting them to investors. Emmer Capital provides macro-economic and multi-asset investment strategy inputs to institutions, family offices, private wealth managers, private equity, and corporate boards directly and through independent research platforms. Emmer Capital also advises a wide range of startup companies on fund raising and business strategy. Emmer Capital's active engagement with the print and electronic media reaches a broad spectrum of investors across the globe.

Cross Asset Strategy

<ul>
<li>Asia-Ex-Japan is down 10% since the war started. The underperformers, Korea, Indonesia, India, Philippines and Thailand, have high import dependence on energy or, significant current account and fiscal deficits.</li>
<li>Myriad concerns impact Asian markets: energy and industrial input shortage, energy price shock driving inflation expectations and demand destruction, and higher energy prices hurting current accounts and fiscal balances. </li>
<li>Oil exploration, defense, green energy and the high dividend yield cash proxies seem to be the only safe spots in this tumultuous environment. These sectors have understandably generated positive returns.</li>
</ul>


Asia-Ex-Japan is down 10% since the war started. The underperformers, Korea, Indonesia, India, Philippines and Thailand, have high import dependence on energy or, significant current account and fiscal deficits.
Myriad concerns impact Asian markets: energy and industrial input shortage, energy price shock driving inflation expectations and demand destruction, and higher energy prices hurting current accounts and fiscal balances. 
Oil exploration, defense, green energy and the high dividend yield cash proxies seem to be the only safe spots in this tumultuous environment. These sectors have understandably generated positive returns.


Asian Equities: Market Movements Reflect Macro Risks

Equity Analyst - Asia Consumer Sector, Investory

Devi Subhakesan

Equity Analyst - Asia Consumer Sector

ASIA CONSUMER: INSIGHTS AND INVESTMENT IDEAS

Investory

Investory is a Singapore-based boutique independent equity research firm founded in January 2017 with a primary focus on consumption themes across Asia-Pacific.

We aim to generate investible ideas based on consumption trends and outlook. We screen our ideas on several parameters - product potential, long-term growth and management commitment being the most critical.  We follow a fundamental analysis approach in our stock selection process and are not restricted by market cap.

We aspire to grow into a leading source of unbiased research, free of conflict of interest, for investors yearning for independent and disciplined analysis. 

We also undertake bespoke research mandates to support our Institutional clients’ investment needs.

Our team comprises of professionals with extensive experience in the Asian equity markets, in areas ranging from research, servicing institutional clients and investment management.

Equity Bottom-Up

<ul>
<li>Singapore’s small- and mid-cap equities have surged over the past month, defying a generally cautious macroeconomic backdrop.</li>
<li>The rally is widely linked to expectations of significant capital inflows from the Monetary Authority of Singapore’s (MAS) Equity Market Development Programme (EQDP).</li>
<li>A firm Singapore dollar and comparatively attractive dividend yields have further supported investor interest in these stocks.</li>
</ul>


Singapore’s small- and mid-cap equities have surged over the past month, defying a generally cautious macroeconomic backdrop.
The rally is widely linked to expectations of significant capital inflows from the Monetary Authority of Singapore’s (MAS) Equity Market Development Programme (EQDP).
A firm Singapore dollar and comparatively attractive dividend yields have further supported investor interest in these stocks.


55 SGX Stocks Up >15% in a Month – EQDP Attracting Investor Attention

Malaysia

Oiltek International is an integrated process technology and renewable energy solutions provider for the vegetable oils industry. The company offers engineering, procurement, design, construction, and commissioning services for edible and non-edible oil refining plants, renewable energy plants (like biodiesel and biogas recovery), and trades specialty chemical products and engineering components. Founded in 1980, its principal place of business is in Shah Alam, Malaysia.

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Oiltek International (OTEK SP)

Asian Equities: Market Movements Reflect Macro Risks

Asian markets especially KR, ID, IN, PH & TH, are weak due to high energy imports or significant deficits. Oil exploration, defense, green energy...

Manishi Raychaudhuri

55 SGX Stocks Up >15% in a Month – EQDP Attracting Investor Attention

List of 55 SGX stocks (> USD 100 mn Mkt cap) that appreciated more than 15% in the past month - likely driven by anticipated impact of fund inflows...

Devi Subhakesan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asian Equities: Market Movements Reflect Macro Risks

​Asian markets especially KR, ID, IN, PH & TH, are weak due to high energy imports or significant deficits. Oil exploration, defense, green energy...

Manishi Raychaudhuri

55 SGX Stocks Up >15% in a Month – EQDP Attracting Investor Attention

List of 55 SGX stocks (> USD 100 mn Mkt cap) that appreciated more than 15% in the past month - likely driven by anticipated impact of fund inflows...

Devi Subhakesan

Asian markets especially KR, ID, IN, PH & TH, are weak due to high energy imports or significant deficits. Oil exploration, defense, green energy...