Singapore-based boutique asset management firm

River Valley Asset Management

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.

Reading Markets : Steady Growth with Non-Linear Risks

Markets Rallied but Investors Are Not Partying

Global Growth Momentum and Emerging Challenges

2017 : The Year that Was and the Way Forward

Partner, River Valley Asset Management

Partner

Thematic (Sector/Industry)

MSCI AC Asia Pacific Excluding Japan Index (MXAPJ INDEX)

MSCI AC Asia Pacific Excluding Japan Index

<p>As the year dawned, crystal gazing into 2018, we highlighted the dichotomy between bottom up opportunities which continued to excite us and weighed it versus risk from optimism and excessive valuations in narrow segments of market. Our view was that the ride will not be smooth and volatility is likely to rear its head and as investment managers our focus should be on managing the downside risk. Never did we imagine that the first three months of the year will throw up all kinds of new challenges as markets battled with policy uncertainty.  At <a href="http://www.rivervalleyasset.com/" target="_blank">River Valley Asset Management</a>, we continue to believe that rising debt burden puts a natural cap on the extent to which growth can accelerate as also the ability of interest rates to keep rising without causing collateral damage. The last decade has been a period of passing the parcel on debt growth - as households and financial sector deleveraged post the financial crisis, government's stepped in with a borrowing binge and as official sector debt started petering out over the last three years, we are back with rapid growth in financial sector leverage. Through all this growth rates have been tepid. With such a backdrop, if rates start rising the debt service burden could become a constraint on growth acceleration, in absence of productivity.   </p>

As the year dawned, crystal gazing into 2018, we highlighted the dichotomy between bottom up opportunities which continued to excite us and weighed it versus risk from optimism and excessive valuations in narrow segments of market. Our view was that the ride will not be smooth and volatility is likely to rear its head and as investment managers our focus should be on managing the downside risk. Never did we imagine that the first three months of the year will throw up all kinds of new challenges as markets battled with policy uncertainty.  At River Valley Asset Management, we continue to believe that rising debt burden puts a natural cap on the extent to which growth can accelerate as also the ability of interest rates to keep rising without causing collateral damage. The last decade has been a period of passing the parcel on debt growth - as households and financial sector deleveraged post the financial crisis, government's stepped in with a borrowing binge and as official sector debt started petering out over the last three years, we are back with rapid growth in financial sector leverage. Through all this growth rates have been tepid. With such a backdrop, if rates start rising the debt service burden could become a constraint on growth acceleration, in absence of productivity.   

변동성, 부채 부담 및 투자 전략