Serious investment thinking that doesn’t take itself too seriously.
It is perfectly logical that the summer rally in emerging market debt was aborted the moment Powell spoke at Jackson Hole and risk assets plummeted on the expectations of 'higher...
Especially in a desert. The rally in Dubai luxury villas has been as swift as it has been spectacular since the autumn of 2020, with anecdotal evidence of 50 to 70% cumulative...
The covid-19 pandemic has afflicted India with its biggest economic shock since the oil crises of the 1970s. The Indian economy, among the world’s fastest-growing emerging...
The brutal correction in NASDAQ last week did not spare such former tech sector darlings as cloud software, semiconductors and social media shares. The big daddy of social media...
I believe it is now time to bottom fish in Singapore property developers and selected REITs on SGX. Why? One, Singapore benefits from US supply chain reconfigurations away from...
With offices, hospitality and retail all on the slide, industrial property looks set to become the best bet in global real estate. While much of the global property market is in...