In case you missed it:The top 7%of this week’s Asia-Pac Ideas

Asia Pac Dynamics - A closer look at index rebalances Woei Chan

It is difficult to predict which companies would be added to or deleted from the index, but there is strong price reversion post index rebalance. When companies are added to (removed from) an index, investment managers can take their time adding (removing) the stock to their portfolio. We believe investors can profit significantly using the Macquarie Alpha model in conjunction with the index rebalance event.

Rights, Wrongs & Returns - Yr of Living dangerously - sequel Viktor Shvets

The first quarter has thus far lived up to our description of 2016 as a Year of Living dangerously. What does the next 12 months hold in store? Our key investment thesis remains - the non-mean reversionary importance of quality growth, likely to become ever more valuable in a no growth world. We value growth & fiscal/monetary flexibility whilst avoiding commodities. This continues to tilt us to India, the Philippines, China, Korea & Taiwan.