Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Sunpower: Resilient Growth Story; Direct Competitor IPO's in China and Highlights Sunpower Value
Sunpower's is back on a growth trajectory post Covid. Interestingly, a direct peer listed in Shenzhen recently. Sunpower is much bigger and more...
516 Views
Primer: Sunpower Group (SPWG SP) - Apr 2026
Sunpower Group is pivoting its core business towards the Green Investment (GI) segment, focusing on long-term, recurring income from...
111 Views
Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
701 Views
Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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