Partner, River Valley Asset Management

River Valley Asset Management

Partner

Singapore-based boutique asset management firm

River Valley Asset Management is a Singapore-based boutique asset management firm. Our team at RVAM strongly believes in being a trusted steward of our clients' wealth across generations.

Each of our fund managers has years of rich portfolio management experience over multiple market cycles at world-class investment houses. We bring our clients the combined strength of our investment team to manage their financial portfolios and to provide bespoke guidance on all aspects of their financial health.

We offer multi-asset class expert investment advice to accredited investors who are family offices, high net worth individuals and institutional investors to preserve and grow our clients' wealth.

The fund management team of the company includes Homiyar Vasania, Anand Ramachandran and Jamshed Desai.

Thematic (Sector/Industry)

As a mature economy with stable businesses, Singapore's equity benchmarks are dominated by Banks &amp; Government Linked Companies (GLC's) which have grown large over time. The large listed companies in Singapore (private as well as GLC’s) are now facing headwinds from tight labour markets resulting in rising costs and, in the absence of growth, the need to focus on raising productivity.  It is therefore not surprising that the Singapore markets do not excite the average investor. However, within this space we have been finding many hidden gems which have consistently delivered and increasingly fit the needs of a Singaporean investor looking for stable returns in a low growth environment: the REIT marketplace. Over the last seven years the REIT index has delivered over 10% p.a. annualized return which stands in stark contrast to the meagre 4% returns from benchmark STI index.

As a mature economy with stable businesses, Singapore's equity benchmarks are dominated by Banks &amp; Government Linked Companies (GLC's) which have grown large over time. The large listed companies in Singapore (private as well as GLC’s) are now facing headwinds from tight labour markets resulting in rising costs and, in the absence of growth, the need to focus on raising productivity.   It is therefore not surprising that the Singapore markets do not excite the average investor. However, within this space we have been finding many hidden gems which have consistently delivered and increasingly fit the needs of a Singaporean investor looking for stable returns in a low growth environment: the REIT marketplace. Over the last seven years the REIT index has delivered over 10% p.a. annualized return which stands in stark contrast to the meagre 4% returns from benchmark STI index.

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Equity Bottom-Up

<ul><li>ADIA and Hines sell Shanghai Tower for $1.5B to insurer-backed fund, showcasing large-scale real estate transactions.</li><li>Keppel DC REIT sells German data centre at 39% loss from 2019 purchase price, indicating potential challenges in the real estate market.</li><li>TPG offers $65M for Econ Healthcare, Singapore nursing home operator, amidst growing interest in healthcare industry investments.</li></ul>

ADIA and Hines sell Shanghai Tower for $1.5B to insurer-backed fund, showcasing large-scale real estate transactions.Keppel DC REIT sells German data centre at 39% loss from 2019 purchase price, indicating potential challenges in the real estate market.TPG offers $65M for Econ Healthcare, Singapore nursing home operator, amidst growing interest in healthcare industry investments.

Asia Real Estate Tracker (18-Feb-2025): ADIA, Hines sell Shanghai Trophy Tower for $1.5B

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>Share buybacks by primary listed companies 5 May - 11 May 2023 Institutions were net sellers of Singapore stocks over the five sessions with S$155 million of net outflow.</li><li>There were 15 companies conducting share buybacks over the five trading sessions through to May 11, with a total consideration of S$22.2 million.</li></ul>

Share buybacks by primary listed companies 5 May - 11 May 2023 Institutions were net sellers of Singapore stocks over the five sessions with S$155 million of net outflow.There were 15 companies conducting share buybacks over the five trading sessions through to May 11, with a total consideration of S$22.2 million.

iFast chairman Lim Chung Chun increases stake

<ul><li>Share buybacks by primary listed companies 28 Apr - 4 May 2023 DBS, UOB, Thai Beverage, OCBC and Keppel Reit led the net institutional outflow for the four sessions.</li><li>Oxley Holdings has also been conducting share buybacks this year, buying back 12.5 million shares on the current mandate which represents 0.30 per cent of its issued shares (excluding treasury shares).</li></ul>

Share buybacks by primary listed companies 28 Apr - 4 May 2023 DBS, UOB, Thai Beverage, OCBC and Keppel Reit led the net institutional outflow for the four sessions.Oxley Holdings has also been conducting share buybacks this year, buying back 12.5 million shares on the current mandate which represents 0.30 per cent of its issued shares (excluding treasury shares).

Oxley executive chairman Ching Chiat Kwong raises stake

<ul><li>Inside Insights - Share buybacks by primary-listed companies OCBC, Singapore Technologies Engineering, Venture Corporation, City Developments and Sembcorp Industries led the net institutional inflow for the five sessions.</li><li>SIA Engineering Company bought back 148,100 shares at an average price of S$2.50 per share while Valuetronics Holdings bought back 320,000 shares at an average price of S$0.54 per share.</li></ul>

Inside Insights - Share buybacks by primary-listed companies OCBC, Singapore Technologies Engineering, Venture Corporation, City Developments and Sembcorp Industries led the net institutional inflow for the five sessions.SIA Engineering Company bought back 148,100 shares at an average price of S$2.50 per share while Valuetronics Holdings bought back 320,000 shares at an average price of S$0.54 per share.

OCBC leads net fund inflows; JB Foods’ Goh Lee Beng increases stake

Singapore

Oxley Holdings Limited is a Singapore-based property development company with a diversified portfolio that includes property development, property investment, and project management. The company specializes in residential, commercial, industrial, and hospitality projects across Singapore, the United Kingdom, Ireland, Cambodia, Malaysia, and China. Oxley Holdings Limited was founded in 2010 and is headquartered in Singapore.

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Oxley (OHL SP)

Singapore - The Hidden Gems

As a mature economy with stable businesses, Singapore's equity benchmarks are dominated by Banks & Government Linked Companies (GLC's) which...

River Valley Asset Management

Asia Real Estate Tracker (18-Feb-2025): ADIA, Hines sell Shanghai Trophy Tower for $1.5B

ADIA and Hines sell Shanghai Tower for $1.5B, Keppel DC REIT sells German data centre, TPG offers $65M for Econ Healthcare, while Singapore home...

Asia Real Estate Tracker

iFast chairman Lim Chung Chun increases stake

Share buybacks by primary listed companies 5 May - 11 May 2023 Institutions were net sellers of Singapore stocks over the five sessions with S$155...

Singapore Exchange Ltd (SGX)

Oxley executive chairman Ching Chiat Kwong raises stake

Share buybacks by primary listed companies 28 Apr - 4 May 2023 DBS, UOB, Thai Beverage, OCBC and Keppel Reit led the net institutional outflow for...

Singapore Exchange Ltd (SGX)

OCBC leads net fund inflows; JB Foods’ Goh Lee Beng increases stake

Inside Insights - Share buybacks by primary-listed companies OCBC, Singapore Technologies Engineering, Venture Corporation, City Developments and...

Singapore Exchange Ltd (SGX)

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