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Asian Market Insights: Broad Experience, Measured Judgement

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  1. Why We are Different Broad and Deep Experience of All Asian Markets • Have Experienced Dozens of Market and Sector Cycles in over 10 Countries • In Each Country We Have At Least One Principal With Over 15 Years Experience • Very Powerful Address Books From Korea to India : Corporate, Government, International Agencies, Consultants / Experts, Industry, Investors, Media • Provide a Well Rounded View, Understanding All the Key Variables. • We accept Asian Data is Far from Perfect • Do Not Build Unrealistic Models •Balance Quantitative Data with Qualitative Judgement We Combine Broad Knowledge of All - Not Just a Few - Key Variables • Markets • Economies • Industries • Investment • Valuations • Liquidity • Cycles • Politics • History • Social Trends • We Come From a Wide Range of Backgrounds • Finance • Management Consulting • Media Broad Experience = Measured Judgement

  2. Why We are Different II • We Work With Investors: Our Financial Interests Are Completely Aligned • Only Successful If Fund Managers Are Successful After Using Our Advice • Totally Independent : Not Dependent on Investment Banking or Broking Not Sensationalists Seeing Devaluations and Market Collapses at Every Turn. e.g. Did Not Believe That China Would Devalue in 1997/8 or that Malaysian Capital Controls Would Fail Quickly Nor Are We Bulls With Rose-Tinted Spectacles e.g. First to Recognise in 1996 Thailand’s Deep Structural Problems and Hong Kong’s Asset Bubble. Underweighted Asia 1996 Short Hong Kong Property Developers 2001 However we do Like a Good Bull Call e.g. Buy Asia September 1998 Only Looking for a Balanced Judgement Not Fear and Greed-Generating Hype

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