Last week we travelled to Hong Kong to attend a global investment conference and conducted several meetings with - Hong…
In a world where macro news is nothing short of chaotic and confusing, it’s worth focusing on the micro for…
Some have described last week’s US bond sell off as a “bondcano”. We would prefer to be little less dramatic…
The common theme of market strategists over the past 6 months – basically since the Credit Suisse and Silicon Valley…
Another rough week for the now very stale bond bulls that show a startling level of misunderstanding of inflation. The…
Investing goes beyond analysing individual company data; it also involves staying informed about the broader macroeconomic factors and conditions that…
Imagine a world where the conveniences of smartphones, microwaves, social media platforms like Facebook and Instagram, online booking systems, precise…
The past week was all about the Federal Reserve’s Jackson Hole symposium. The market waited patiently for a revelation from…