Apollo Investment Management
Reports and feature
articles
By Claire Barnes:
- 11 Jan 10 Dangerous times:
4Q09 report for Apollo Asia Fund
- 5 Oct 09 Vertigo again:
3Q09 report for Apollo Asia Fund
- 6 Jul 09 A major bounce:
2Q09 report for Apollo Asia Fund
- 7 Apr 09 Falling prices,
long-term value: 1Q09 report for Apollo Asia Fund
- 6 Jan 09 Tortoise still
crawling: 4Q08 report for Apollo Asia Fund
- 6 Oct 08 Crisis and opportunity:
3Q08 report for Apollo Asia Fund
- 7 Aug 08 Thai dividend taxation
and NVDRs
- 13 Jul 08 Tectonic shifts:
2Q08 report for Apollo Asia Fund
- 10 Apr 08 The turn of the stockpicker:
1Q08 report for Apollo Asia Fund
- 11 Jan 08 More interesting times:
4Q07 report for Apollo Asia Fund
- 8 Oct 07 Complacency and euphoria:
3Q07 report for Apollo Asia Fund
- 6 Jul 07 The fully-invested bear:
2Q07 report for Apollo Asia Fund
- 13 Apr 07 The case for long holidays:
1Q07 report for Apollo Asia Fund
- 6 Jan 07 Thai-phoon battered:
4Q06 report for Apollo Asia Fund
- 6 Oct 06 Snakes & ladders:
3Q06 report for Apollo Asia Fund
- 5 Jul 06 To the top and down:
2Q06 report for Apollo Asia Fund
- 7 Apr 06 Climbing a wall of irritations:
1Q06 report for Apollo Asia Fund
- 7 Jan 06 Slower growth, relative value:
4Q05 report for Apollo Asia Fund
- 4 Oct 05 Liquidity and haze:
3Q05 report for Apollo Asia Fund
- 5 Jul 05 Calm before the storm?
2Q05 report for Apollo Asia Fund
- 4 Apr 05 Limitations in a growing
investible universe: 1Q05 report for Apollo Asia Fund
- 7 Jan 05 A time to recognise
good fortune: 4Q04 report for Apollo Asia Fund
- 10 Oct 04 Northeast monsoon approaching:
3Q04 report for Apollo Asia Fund
- 9 Oct 04 Financial disclosure:
simple improvements for Asian markets
- 6 Jul 04 Relative calm: 2Q04
report for Apollo Asia Fund
- 4 Apr 04 Risk warnings still
in force: 1Q04 report for Apollo Asia Fund
- 7 Jan 04 Fun while it lasts:
4Q03 report for Apollo Asia Fund
- 4 Oct 03 Rise extended: 3Q03
report for Apollo Asia Fund
- 4 Jul 03 Apollo in wonderland:
2Q03 report for Apollo Asia Fund
- 6 Apr 03 Turbulent times, but
underlying growth continued: 1Q03 report for Apollo Asia Fund
- 10 Mar 03 Pirates attempt to seize
whole Armada: pitfalls of investing in Malaysia
- 3 Jan 03 A new high & cautious
optimism: 4Q02 report for Apollo Asia Fund
- 17 Oct 02 Relative resilience: 3Q02
report for Apollo Asia Fund
- 8 Jul 02 A good harbour: 2Q02
report for Apollo Asia Fund
- 4 Apr 02 Awash with liquidity:
1Q02 report for Apollo Asia Fund
- 4 Jan 02 Steady as she goes:
4Q01 report for Apollo Asia Fund
- 10 Oct 01 Resilience in adversity:
3Q01 report for Apollo Asia Fund
- 5 Jul 01 Prices more volatile,
value still compelling: 2Q01 report for Apollo Asia Fund
- 3 May 01 Opportunities for selective
investors in Asia: article for the Gloom, Boom & Doom Report
- 13 Apr 01 Earnings yield 19%; some
risk discounted: 1Q01 report for Apollo Asia Fund
- 5 Jan 01 High seas now evident
- how we navigate: 4Q00 report for Apollo Asia Fund
- 10 Oct 00 Tidal waves forecast, two
stocks revisited: 3Q00 report for Apollo Asia Fund
- 6 Jul 00 Price stagnation, sensational
valuation: 2Q00 report for Apollo Asia Fund
- 9 Apr 00 A Pacific Century -
if not for Cyberworks: 1Q00 report for Apollo Asia Fund
- 9 Jan 00 Excellent values for
interesting times: 4Q99 report for Apollo Asia Fund
- 11 Dec 99 Angel of mercy, or falling
angel? Strange happenings at Quality HealthCare
- 14 Nov 99 Apollo Asia Fund:
key terms & summary of features (updated 21 Oct 02)
- 18 Oct 99 Interesting times ahead!
& hence, opportunity: 3Q99 report for the Apollo 001 Fund
- 16 Sep 99 Opacity, the Asian way?
Stock exchange responsibilities on disclosure
- 6 Sep 99 The all-way case for
Asian investment
- 5 Sep 99 Our type of company
- and our type of valuation. A two-stock comparison
- 5 Sep 99 UAF & Euroclear:
lessons and issues
- 4 Sep 99 More on dollar cost
averaging
- 27 Jul 99 After gains, value persists:
2Q99 report for the Apollo 001 Fund
- 6 May 99 Portfolio value:
an update
- 30 Apr 99 Investment grade markets,
and the imperatives of the herd
- 18 Apr 99 Value, not momentum:
extracts of 1Q99 report for the Apollo 001 Fund
- 3 Mar 99 Perfidious Thais
- 16 Jan 99 The benefits of dollar cost
averaging
- 16 Jan 99 How good is the investment
case for Asia now?
- 31 Dec 98 Extracts of manager’s 4Q98
report for the Apollo 001 Fund
- 27 Dec 98 Nuggets on rereading my book,
Asia's Investment Prophets
By others: