Heyokha Brothers-Investment Report-1Q 2016

We discuss three key macro-Zeitgeists currently in motion and their investment antidots. We thought that the pessimism on precious metal plays has reached an extreme level and as such arguing for some exposure into the sector. We also discuss low-end mass-market consumer companies, to be in line with the Zeitgeist.

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About Our Blog

This blog covers obser-vations made by our team. It can touch on any subject that we deem relevant for investors in Asean markets.