Insights
30 Oct 2025
Five Myths About China Investors Need To Rethink
Many investors continue to view China through an outdated lens – as an imitator rather than an innovator, or as a fragile economy reliant on the West. Having recently completed its second annual investment immersion…
23 Oct 2025
The AI Revolution: Learning From Past Bubbles
Artificial intelligence is transforming industries and reshaping how we work, communicate and invest. History reminds us that every great technological leap attracts speculative excess. The railway mania of the…
23 Oct 2025
China's Next Act
Despite its listing global emerging market stock indices, China already produces more electricity than the United States, India and the EU combined. It operates seven of the world’s ten busiest ports. It also ranks…
02 Oct 2025
MARKETS IN A NUTSHELL — FOR SEPTEMBER 2025
Markets commenced September full of optimism and ended it euphoric. The US Federal Reserve cut rates for the first time in a year, Wall Street set new records again, and Chinese technology shares rediscovered their…
05 Sep 2025
MARKETS IN A NUTSHELL — FOR AUGUST 2025
Global markets moved higher in August, though the undercurrents were far from calm. Wall Street rose again, propelled by solid corporate earnings and fading inflationary pressures. European equities outperformed…
05 Aug 2025
MARKETS IN A NUTSHELL — FOR JULY 2025
Global markets pushed higher again in July. US equities led the gains, with the index of the five hundred most valuable companies on US bourses making a slew of record highs. Blockbuster results from Big Tech giants…
