I’m back after a summer break ! Plenty of updates this week on their way China has been grabbing all the headlines at the moment, probably rightly so given the big tectonic shifts. Overall I’ve been more cautious than most… Continue reading →
This week I have a relatively short note for you, outlining why I think now might be an interesting moment to invest in European small caps outside the UK. Before we get to this very specialist and frankly under-researched space,… Continue reading →
Let’s kick off with a double bill of ideas from Jefferies funds analyst Matt Hose. First up is Riverstone. Now, I used to own this stock and championed it many moons ago in an FT column. It used to be… Continue reading →
The first bit of this blog is for all you equity market bulls out there – it’s a great chart from this weekend’s edition of the Sunday Briefing. The chart below shows the percentage of buy recommendations on the 1000… Continue reading →
Tencent is having a tough time of late as the Chinese regulators decide to give it a good thrashing for becoming too important for the CCP. But this week brought even more bad news – now its fast-growing gaming business… Continue reading →
July wasn’t that bad a month for equities, according to analysts at S&P Dow Jones. Developed world equities advanced 1.19%, while global equities only nudged higher, with a 0.32% gain. Yet again the US markets outperformed – up 1.68% against… Continue reading →
China’s been hogging the headlines recently, for all the wrong reasons. Tech has been getting a good kicking (my Prosus suggestion is looking badly timed) and the CCP has decided that educational tutoring should be nonprofit making. Who’d have thought… Continue reading →
I’ve not really focused very much on one of the newest bits of the alternatives funds market here in the UK, shipping. We’ve only really had a choice of funds this year and the first listed shipping fund didn’t list… Continue reading →
Bitcoin has bounced been bouncing back again. According to Marcus Sotiriou, Sales Trader at the UK based digital asset broker GlobalBlock, the digital currency looks to be in a strong technical position having reclaimed its “50 week EMA at around… Continue reading →
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