Is India the new China?
The Indian economy, buoyed by a combination of robust macroeconomic fundamentals, strategic reforms, and a burgeoning digital ecosystem,…
The long war in Ukraine… and what this mans for investors
In the early weeks of Russia’s invasion of Ukraine in early 2022, it quickly became clear the Russian…
Where are we in the business cycle? The answer might be better than many think
It’s not uncommon when reading financial news and economic research, whether in mainstream publications or more specialist papers,…
Earnings season review (so far): looking good
At time of writing, 379 out of the 500 companies which make up the S&P 500 Index have…
The Magnificent Seven… Far from Apples-to-Apples
One of the things you learn when joining the world of professional investing, as an eager junior analyst,…
Equities are in a good place… and could have a lot more upside
After a strong Q4 rally for equity markets, we started 2024 with some market nerves as many felt…
What is the most important factor in investing?
What are the primary factors which determine the long-term returns on any particular investment decision? Whether you are…
Buy any Trump dips
After a blistering rally for stocks in the back end of 2023, we’ve started this year with a…
Why every portfolio should include mining stocks
Technology, healthcare, emerging markets, artificial intelligence, renewable energy. The list of exciting growth sectors in which to invest…
A Year of Change: What to Look Out For in 2024
Last year we predicted that the end of 2023 could see a strong rally in risk assets. We…