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Hainan Meilan International Airport
Investing ideas
No Tesla, no Bitcoin, no vaccines. Yet our 2020 portfolio hit 98.1%
Our portfolio of 10 global stocks beat the benchmark. See how each individual stock performed.
February 10, 2021
Stocks To Watch
Hainan airport operator breezes through lockdown
HMA was the top performer among our top 10 stock picks, with a 109.5% return in six months, significantly outperforming the other two benchmark indices, the Hang Seng and MSCI Hong Kong.
June 26, 2020
Investing ideas
Top 10 global stocks mauled by market but outperform indices
On average, as a group, the 10 stocks have outperformed the market indices, but were unable to outrun market sentiment.
March 13, 2020
Stocks To Watch
10 global picks in an 'unloved' bull run
SINGAPORE (Jan 23): Technological disruption used to be feared but in today’s context, unpredictable politics is more worrisome. Already, world geopolitics, in the two decades after Sept 11, 2001, has faced plenty of uncertainty. But with US president
January 23, 2020
Stocks To Watch
10 global picks: Hainan Meilan International Airport
Its previous association of the HNA Group, which suffers from a crushing debt burden caused by over-expansion, has caused investors to shy away,unfairly, and therefore, pushing valuations down to levels that can’t be ignored
January 23, 2020
Investing ideas
Taking stock of 2019's investing ideas
SINGAPORE (Jan 17): Throughout 2019, we wrote about many investing ideas. We had six conviction picks based mainly on valuation and business outlook, and a seventh, Great Eastern Holdings. The stocks were picked from screenings through various sectors so
January 17, 2020