Our view of the markets and industries that we find intriguing
For much of the past two decades, “Chinese pharma” was shorthand for cheap generics and bulk ingredients: the factory floor of the world’s medicine cabinet. That reputation is now badly out of date.
Like a phoenix rising from the ashes, Vietnam’s strong recovery from a turbulent start to the decade, is almost expected. For as fluid as it is resilient, the gleaming skyline of Ho Chi Minh makes…
Given an eventful 1H2025 across markets, we thought it was a good time for a temperature check on the region, relooking at the economic outlook and performance of the overall ASEAN economy. Needless to say,…
Political evolution driving a new world order The shock victory of 43 year old Pita Limjaroenrat from the progressive youth-led Move Forward party in the recent Thailand elections perfectly captures the wind of change seen…
We are proud to support the initiatives of the Eagles Rugby Club in empowering the youth in Sandakan, Sabah through the sport of rugby. This year the Borneo Sevens also known as the “Greenest Sevens…
In “Port in a Storm. What 2023 holds.” our CIO, AC Tan shares his thoughts on 2023 and how we at Karrin Associates plan to navigate it. If world events at the turn of the decade did…
Singapore, 9th May 2022 – Karrin I, our flagship fund, has made an investment into Conversant Pte Ltd, a Singapore based Content Delivery Network (“CDN”) company with a significant presence across South East Asia. This digital infrastructure…
Think of Japanese convenience store franchise chain FamilyMart. Or 7-11 in some of our neighbouring countries — the extensive variety in Thailand with everything from packaged edible insects to wigs, for instance, or the bounty…
Routinely a bustling destination for both leisure and business travelers alike, the “land of smiles” has in the last few years been anything but. Prominently beleaguered by a shaky political landscape coupled with US-China trade disruptions…