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Panah Portfolio Mind Map<br />
Q3 2016<br />
Digitalisation<br />
of automobiles<br />
Smartphone<br />
Commoditisation<br />
TECH<br />
Ageing<br />
society<br />
JAPAN<br />
Corporate<br />
governance reforms<br />
Retail<br />
Power<br />
Electricity market<br />
liberalisation<br />
Closedend<br />
Funds<br />
VIETNAM<br />
Power &<br />
Utilities<br />
Trade treaties<br />
Construction<br />
& Real Estate<br />
FDI<br />
Infrastructure<br />
Investment<br />
Semi-con<br />
Evolution<br />
Security<br />
concerns<br />
Real Estate<br />
Consulting<br />
VC<br />
IT<br />
Positive<br />
demographics<br />
Japan QE & NIRP<br />
Shipping<br />
CHINA<br />
SOE reform<br />
Telco<br />
Long position<br />
DM Monetary<br />
Policy<br />
Precious Metals<br />
Real Estate, Banks,<br />
Retail<br />
Pharma<br />
Jewellery<br />
Retail<br />
Long (deep value)<br />
SINGAPORE & HK<br />
Short position<br />
Size of bubbles represents<br />
approximate size of position<br />
Consolidation<br />
in oil and gas<br />
LNG<br />
M&A<br />
RESOURCES<br />
Renminbi<br />
China Structural<br />
Slowdown<br />
US Interest<br />
Rates<br />
Thematic<br />
stocks with<br />
problems<br />
EM GROWTH<br />
Mature<br />
credit cycle<br />
Consumption<br />
growth
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