Equities

Checking the temperature of the Chinese consumer
Equities

Checking the temperature of the Chinese consumer

China is crucial to both global consumption and production. What implications could the latest wa...

By Camilla Ayling

08 Jun 2022

4 min read

Capex and the challenge of rising labour costs
Nitin Anandkar
Equities

Capex and the challenge of rising labour costs

The corporate world is casting around for ways to combat the pressure of rising inflation. Could...
By Nitin Anandkar
22 Apr 2022
3 min read
An investor’s guide to the metaverse
Lars Kreckel
Equities

An investor’s guide to the metaverse

In the second installment of a two-part blog, Lars Kreckel considers the economic and investment...
By Lars Kreckel
13 Apr 2022
5 min read
What is the metaverse, and is it really the next big thing?
Lars Kreckel
Equities

What is the metaverse, and is it really the next big thing?

In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is...
By Lars Kreckel
23 Feb 2022
5 min read
China’s property stocks: policy shift to the rescue?
Equities

China’s property stocks: policy shift to the rescue?

China's real-estate market is crucial for the whole economy, so its downturn has far-reaching...

By Camilla Ayling

14 Feb 2022

3 min read

Tuning into the FM signal
Lars Kreckel
Equities

Tuning into the FM signal

Frontier markets (FMs) have performed well in recent months. Have valuations now become stretched?
By Lars Kreckel
27 Jan 2022
3 min read
Are tech stocks now bond proxies?
Lars Kreckel
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
By Lars Kreckel
17 Jan 2022
3 min read
Is this a bubble or did Santa just come to town?
Emiel van den Heiligenberg
Equities

Is this a bubble or did Santa just come to town?

We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...
By Emiel van den Heiligenberg
15 Dec 2021
3 min read