HEM: Fear of Fear Itself
US surveys indicate a fear of tariffs and DOGE, leading to a negative sentiment. Despite these fears, resilient labour markets suggest that...
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European Software: Fortnox (FNOX SS) Going Private – Might Makes Right
Fortnox receives public tender offer from EQT and First Kraft for SEK90/share, signaling a rebound in Software M&A activity. Some shareholders may...
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Murray International Trust — Fulfilling the income and capital growth mandate
Murray International Trust (MYI) is managed by Martin Connaghan and Samantha Fitzpatrick at Aberdeen Group. While FY24 results lagged those of its...
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Michelmersh Brick Holdings — FY24 a nadir, but FY25 looks more promising
Although Michelmersh’s (MBH’s) FY24 results reflected tough markets, there are reasons for investors to be more enthusiastic about the outlook....
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RBI’s Overhaul of India’s Priority Sector Lending Norms
RBI's expanded PSL norms aim to boost credit in underserved sectors, align with inflation and green goals, and reduce compliance friction for...
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