Heyokha-Brothers-Investment-Report-4Q-2020

Millennials sucker-punching hedge funds, cryptocurrency becoming a “safe haven”, and tech driving decentralisation: these developments would have sounded like science fiction only a year ago. In this report, we (try) approach these and other new trends with an open mind to see if they call for a change in conviction and action. But not after revisiting the concept of “growth mindset”, which we believe is key for investment success.

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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.