Heyokha Brothers-Investment Report-2Q 2017

We note how many companies in various industries are being killed-off by innovative tech businesses. We point to the rising fund flows to index ETFs and how this passive investment trend may create more market anomalies – such as divergence in valuation of big-cap vs small-cap firms – presenting opportunities to the true active investors. We point to brick-and-mortar businesses as potential beneficiaries of the O2O trend among online retailers. Lastly, we take inventory of what has been the impact of Indonesia’s agricultural reforms so far, which seems promising.

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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.