Why Hold Japan, Part II: Comparative Valuation Among G7 Economies
"Why Hold Japan?" is a question that recurs among foreign investors, now the greatest cohort of investors in Japanese stocks. The question tends...
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Cybersecurity as an Investment Theme (Part 2)
By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...
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Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
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Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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