Issues discussed:
Vision
- To earn members an above average return (>12%) over the long term (5-10 years) through timely and relevant research
- To incorporate as an informal investment research group to exchange ideas, research themes and analysis of promising companies from various sources
- With option, if members decide, to pool funds to invest in equities in future
- Focused on tertiary level investors with a longer time horizon and higher appetite for measured risk
- May have little or no capital, but start off early for an understanding of the industries
- United States - still the leader in business and technology, will still lead the world for at least next 50 years. Recovering from the Great Recession, still opportunity to uncover quality, brand name stocks at lower valuations
- China - the world's biggest emerging market, stocks still relatively low-priced compared to stocks in developed countries - represents huge potential for growth
- Emerging markets - countries with young population, highly optimistic, represent huge pent up demand for quality goods and services, e.g. Indonesia
Collaboration methods:
- Document sharing through Dropbox/Emails
- Meetings - teleconferences or face-to-face
Future studies:
- China real estate + Singapore real estate
- China consumer markets
- China environmental - e.g. water, air pollution
- Asia natural resources - mining, palm oil, oil & gas, timber
- South-East Asia consumer markets/entertainment - e.g. casinos
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