Jafco (8595.T) Announces a Big Buyback and a Change in Business Strategy- The Market Likes It!
Jafco shifts focus to domestic capital markets, prioritizing shareholder returns with promising future prospects in domestic venture capital.
252 Views
Overview #23 Gold, Bonds and the USD
A review of recent events/data impacting our investment themes and outlook. We look at recent investor sentiment towards gold, the USD, bonds and...
439 Views
Hong Kong Market Strategy - Trade and Portfolio Ideas Amidst the Volatility
Government stabilisation measures are being implemented as the tariff war impacts markets. We look at the sustainability of the bull run in HK/China
208 Views
Overview #22 – The Lunatics Have Taken over the Asylum
A review of recent events/data impacting our investment themes and outlook. What happens next for markets after the events of the last week
349 Views
Investors Have that “Oh Sh#t Moment” - Part 2: Trading Opportunities.
US bear market Act 1 likely over, rebound is a selling opportunity as previous highs won't be reached. High-income consumer companies are good...
337 Views