Yearly Archives: 2017

2017.12.15 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

China’s decision to follow the Federal Reserve with a five basis point increase in borrowing costs shows the central bank is seeking to balance the need to tighten monetary policy with avoiding jolting its markets, according to analysts.

In other news, China was set to […]

2017.12 Milltrust PI Alert – Selected Insights in Agriculture, Science & Technology and Real Assets

In This Issue…

by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

TECHNOLOGY INNOVATION NEWS
Milltrust and its affiliates at East India Capital Management in Singapore are launching the ZPX Tech Titans Fund, a Cayman SPV set up in conjunction with a number of former alumni of Founders’ Fund in the US who have given us capacity in some […]

2017.12.08 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

In Asia, the IMF expressed concerns on China’s continuing rising levels of debt which is posing “large risks” to the economy. This serves as a stark reminder on the importance for investors to navigate their China-focused investments carefully at this particular juncture. At Milltrust, we favour professional, locally-based investment managers such as […]

2017.12.01 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

In Asia, Chinese President Xi Jinping recently laid out a bold vision for transforming his country into a fully developed economy by 2050, with a particular emphasis on spurring innovation and technology. The bottleneck, according to Bloomberg, is in China’s education.

The Milltrust’s Keywise China’s Fund holds significant […]

2017.11.15 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

President Trump concluded his trip to Asia this week which included stops to Japan, South Korea, China, Vietnam and the Philippines. Showing U.S. interest in the region, Trump’s multi-tasked tour also advocated “America First” by putting an overemphasis on bilateral trade, touted the “Indo-Pacific” policy and […]

PRESS RELEASE – Milltrust Agricultural Investments Purchases Lurline North

PRESS RELEASE – Milltrust Agricultural Investments Purchases Lurline North

London, 8 November 2017

Milltrust Agricultural Investments (“MAI”) is pleased to announce the purchase of Lurline North, a large scale mixed cropping farm located near Emerald in Queensland, Australia. The farm has been purchased for the MAI Australia Buy & Lease Fund. Since launching the Fund in 2016, […]

2017.11.09 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…
by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International
In Asia, President Trump’s visit to the China, was fuelled with flattery and praise for President Xi Jinping who he claimed cunningly exploited the US to benefit his own citizens. The trip nevertheless culminated in $250bn worth of new bilateral trade and development deals; an amount which nevertheless remains insufficient to rectify a […]

2017.11 Milltrust PI Alert – Selected Insights in Agriculture, Science & Technology and Real Assets

In This Issue…

by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

TECHNOLOGY INNOVATION NEWS
Our investment in Deep Instinct, part of Milltrust International Investments’ Cerracap II Fund, has continued to make strides in the Cybersecurity space, having won an impressive number of innovation startup awards in 2017. As described by Gigaom, Deep Instinct leverages deep learning to provide insights for […]

2017.11.02 Milltrust EM Alert – Selected Insights from the Emerging Markets

In This Week’s Issue…

by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International
Jerome Powell has been nominated by President Donald Trump as the next chair of the U.S. Federal Reserve, a move deemed to bring continuity to Janet Yellen’s policies. Here is everything you need to know about his selection and what to expect.
In the UK, the Bank […]

China’s 19th Party Congress – a note from Keywise Capital

A Note from Keywise Capital, manager of the Milltrust Keywise China (UCITS) Fund

31 October 2017

The widely-watched 19th Party Congress of CPC concluded on Oct 25th with no surprises. Now the market has shifted attention from names of Politburo members to Mr. Xi’s future policies. While we don’t want to make too much early read about […]