Baillie Gifford China Growth Trust - Economic transition driving growth opportunities
Baillie Gifford China Growth Trust (BGCG) focuses on innovative, growing Chinese companies with exposure to the massive opportunities generated by...
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Trapping the Royal Rat-Catcher
According to The Sunday Times, Philip Jansen is reportedly planning a takeover bid for Rentokil Initial (RTO LN), a FTSE 100 pest control company,...
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Mapping Indian Market Performance Around Past 10 Budgets
FM Sitharaman to present Union Budget for FY 2024-25 on July 23rd. Analysis of Sensex and Nifty movement, best and worst performing sectors on...
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Ryanair – FY25 Weakness Suggests a “normalization” and Prompts Structural Industry Questions
We publish detailed analysis on Ryanair's pessimistic outlook, highlighting that FY25's performance simply reflects a normalization, and...
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The Week At Glance: A look at US Cycle indicators. You sure consensus is right?
Welcome to the “Week at a Glance,” where we examine the key releases and themes for the week ahead through the lens of macro trading. China has...
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