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...

Manager Comment September 2017

Asian Markets were mixed in September, with the Hang Seng Index -1.5%, MSCI Asia ex-Japan Index -0.3%, FTSE ASEAN +0.3%, Thai SET Index +3.2%. Knight Mekong Fund gained +1.7% Global money flows continued to support markets generally in September, although technology...

Manager Comment August 2017

Asian Markets trended higher in August, with the Hang Seng Index +2.4%, MSCI Asia ex-Japan Index +1.0%, FTSE ASEAN +-0.2%, Thai SET Index +2.9%. Mekong Fund slipped -0.3% Asian markets and currencies gained ground, as indications of Fed funds tightening lessened,...
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