Is Bangladesh Mirroring Sri Lanka & Pakistan?
Exploring Bangladesh’s Economic Resilience amid Reserve Depletion
With Sri Lanka and Pakistan struggling to keep their heads above water due to a lack of foreign currency reserves to pay off debt and import bills, the recent dip in reserves in Bangladesh has many wondering if the country is next in line for an economic crisis.
Bangladesh Insights
A Visual Guide to Market & Economy
Bangladesh has shown resilience amidst the uncertainties of the pandemic, and the country might be ready to enjoy a material shift from the existing growth trajectory. Our report aims to provide a bird’s eye view of the country’s economy, market & equities.
An Inclusive Digital Future
Bangladesh Telecom Sector Outlook in the Fresh Decade
While connecting through mobile voices has played the key role in developing the telecom sector, a shift towards digital inclusion has recently taken place. This report aims to provide an outlook to the readers on how Bangladesh is likely to embrace digitalization in this decade.
Poised to Unlock the Next Wave
Bangladesh Consumer Durables Outlook in the Fresh Decade
Bangladesh has a burgeoning consumer durables industry which has been growing at a breakneck pace, with huge potential for further expansion. In this report, we delve deep on how this industry may evolve in the coming decade riding on a diverse set of demand drivers and multiple supply-side facilitators.
Journey towards a trillion
BANGLADESH PHARMA OUTLOOK IN THE FRESH DECADE
Various aspects of pharmaceutical industry’s growth journey throughout the past have been monitored, analyzed, and reported by those concerned. This report, on the contrary, aims to shed light on how this industry may look like in this new decade – through some unique perspectives and analyses.
How we think
Investing is like a long voyage and what we can confirm with confidence is everyone will encounter unanticipated events or outcomes throughout this long journey. Imagine, we all are passengers of a ship, which is headed towards a specific destination and we all know that a storm may hit us anytime. However, we also do know that the captain will do her or his best to turn the ship around and go backward or go sideways to avoid the eye of the storm. By planning ahead of time and leaving a buffer of extra time for the unknowns, the storm can be taken in stride. Despite the delay caused by the setback, the passengers know that they are still on track to reach where they wanted to go. The investment managers are the captains of the ship- carefully analyzing, planning, and making astute decisions to get the passengers safely to their destination- the passengers are the investors, who put their faith in the managers knowing that they are in safe hands.Â
We strive for a collection of portfolio holdings that can provide consistent results even under adverse market conditions and help our clients to achieve their financial goals. We try to build our portfolio from a relatively selective list of equity, fixed income, and alternative investment securities that give us a high conviction for likely future success. Our process aims to be continuous with the equal effort put into company selection and ongoing evaluation of the business performance of that company. Our quest to educate ourselves on every single holding in our portfolio lets us evaluate the risk/reward of our investments consistently. We have designed our investment process in such a way that encourages our team to dig deep into finding the true story behind the numbers. Although the market premises are often unpredictable, we believe it is possible to withstand the shocks through strategic asset allocation.Â
Before taking any investment decision, how much can we afford to lose always wins over the thought of making money; and yes, that is our job.
