While share buybacks might be a focus for some investors, John Stover, Portfolio Manager of Tribeca Asia Credit Strategy, points to bond buybacks as a big opportunity. You’d be hard-pressed to find an Australian investor unaware of the power of a share buyback,...
“The yields on offer in Asia are higher than what you see in other regions, just by virtue of having that emerging market label,” says John Stover, Portfolio Manager of Tribeca Asia Credit Strategy. Asian credit may seem like a niche investment space for Australian...
For investors in the Asia Travel theme, what is heartening to note is that all the growth we are seeing represents just the tip of the iceberg, as only ~10% of Indian and Chinese citizens today own a passport. A combination of aging demography and a rising middle...
John Stover, Portfolio Manager of Tribeca Asia Credit Strategy, has just written to investors about the impact of rising bond yields, highlighting the asymmetry in 1-year returns for fixed income investments. He notes that the recent increase in yields can lead to...
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