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One Road Journal

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We deliver one-of-a-kind, independent investment intelligence covering Asia, commodities, and global equities... directly to your email inbox. What you'll discover:

► How debt and central banking have affected commodity and equity investing, and what we’re holding in our model portfolios.
► Why some investors aren't confident investing in Asia, yet are eager.
► How to predict which regions and sectors in Asia will grow.

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Our research products

Proprietary Model Portfolios

for asia investors

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The Asia 360° Portfolio

The Asia 360° membership is designed for Asia investors and money managers. Members get access to our model portfolio of securities, as well as all of our macroeconomic research: comprehensive reports of our favorite countries, sectors, industries in the region.

FOR GLOBAL EQUITY INVESTORS

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The Capital Deployment Portfolio

The Capital Deployment Portfolio and research suite is our global equity model portfolio for international investors and money managers. The portfolio, in-depth stock fact sheets, and macroeconomic reports are all driven by the Capital Deployment Index, our proprietary investment indicator.

FOR COMMODITY INVESTORS

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THE COMMODITY CYCLE PORTFOLIO

The Commodity Cycle Portfolio and research suite supports commodity investors and professionals with a model portfolio of metals, energy, agriculture, and more. All analysis is based on our in-house, proprietary investment indicator, the Commodity Investment Cycle.