Manager Comment for Mekong Fund

Asian Markets fell back in June, with the Hang Seng Index -5.0%, MSCI Asia ex Japan Index -5.2%, MSCI AC ASEAN -7.1%, Thai SET Index -10.3%, our funds also slipped with Knight Mekong Fund -0.6%, Knight Asia Contrarian Fund -1.0%. After the disappointing North...

Manager Comment March 2017

Asian Markets saw profit-taking in March holding on to slim YTD gains, with the Hang Seng Index -2.4%, MSCI Asia ex Japan Index -1.6%, MSCI AC ASEAN -2.6%, Thai SET Index -2.1%, with the Mekong Fund +2.3%. With the Fed drawing money out of the market, investors...

Manager Comment February 2017

Asian Markets see-sawed in February, as investors locked in gains and worried about interest rates, with the Hang Seng Index -6.2%, MSCI Asia ex Japan Index -5.0%, MSCI AC ASEAN -1.5%, Thai SET Index -0.2%, Mekong Fund +0.1%. Markets corrected in February, following...

Manager Comment December 2017

Asian Markets rose in December, with the Hang Seng Index +2.5%, MSCI Asia ex Japan Index +2.5%, MSCI AC ASEAN +4.3%, Thai SET Index +3.5%. Mekong Fund gained +2.4% As we look forward to 2018, with stock valuations riding high, easy gains are probably behind us....

Manager Comment November 2017

Asian Markets rose in November, with the Hang Seng Index +3.3%, MSCI Asia ex Japan Index +0.6%, MSCI AC ASEAN +1.8%, Thai SET Index +0.4%; Knight Mekong Fund -0.3%. As we look forward to 2018, with stock valuations riding high, easy gains are probably behind us....

Manager Comment October 2017

Asian Markets rose in October, with the Hang Seng Index +2.5%, MSCI Asia ex Japan Index +4.7%, MSCI AC ASEAN +2.0%, Thai SET Index +3.1%. The Mekong Fund +2.6%. Global money flows quietened down in October as technology shares found new momentum on the back of good...
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