Heyokha-Brothers-Investment-Report-2Q-2018

Heyokha-Brothers-Investment-Report-2Q-2018

With the US in quantitative tightening mode, EM countries suffered due to their all-time high debt levels issued in foreign currency. This resulted in a dislocation of valuations in the financial markets, which present exciting investment opportunities for long-term investors. We learned that we need to master our fear to be able to enjoy the excitement from the EM underperformance. In this quarter, we saw opportunities in live streaming and industrial gas sectors.

 


Share

With the US in quantitative tightening mode, EM countries suffered due to their all-time high debt levels issued in foreign currency. This resulted in a dislocation of valuations in the financial markets, which present exciting investment opportunities for long-term investors. We learned that we need to master our fear to be able to enjoy the excitement from the EM underperformance. In this quarter, we saw opportunities in live streaming and industrial gas sectors.

 


Share



Comment



Please log in to submit comment.

Comment



Please log in to submit comment.



Other Articles

Heyokha-Brothers-Special-Report-2Q3Q-2
With inflation at elevated levels unseen in decades, partly caused by Russia’s invasion of Ukrain...
[Anchor Report] Web 3.0: Mega Cycle In
Throughout history, the world witnessed game changing and disruptive technologies, which when combi...
Heyokha-Brothers-Investment-Report-4Q-
Luck is when opportunity meets preparation. After a painful decade of underperformance, we see the s...



Heyokha Footer Logo

We drive our mission with an exceptional culture through applying a growth mindset where re-search, re-learning and reflection is at our core.


Terms & Conditions Privacy Policy Disclaimer


We drive our mission with an exceptional culture through applying a growth mindset where re-search.
re-learning and reflection is at our core.