Surfing the value 'tsunami'
Signs of returning life in Asean markets could provide 2016's surprise.
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SURFING the Value Tsunami (rather than Surfing the Value Wave) would have been a more appropriate title for our 2016 outlook article written only three short months ago. While the seas were rougher than anticipated, we were acutely aware that the tides feeding 2015's turbulence had still to run their respective courses - hence our "Buy Value, Tuck Away, Do Not Chase" strategy for early 2016.
Despite the first quarter's buffeting, our investment ship looks in pretty good shape. The four themes dominating our 2016 strategy are emerging (if in a somewhat shaken state) and the value we saw remains, although in some cases, having become even better value!
These themes were:
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