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investing strategies
Investing strategies
The Great Call of China
China is not without its problems but investors risk missing out on long-term structural growth opportunities
January 04, 2024
Investing strategies
A problem of interest: Navigating the new investment paradigm in 2024
The global economic landscape presents us with what can only be described as a problem of interest.
January 04, 2024
Investing strategies
The 11 big trades of 2023: From market busts to career-making wins
Bitcoin more than doubled this year, making it one of the best performers in any market.
December 25, 2023
US stocks
Wall Street learns that this year, nothing beat owning the S&P500
'Keep-it-simple'
December 23, 2023
Investing strategies
Year-end rally in southeast Asia stocks is raising hope for 2024
Asean valuations are looking more attractive than they have been for a long time
December 22, 2023
Investing strategies
These stock forecasters nailed this year's rally. Here's what they see for 2024
Wall Street’s top prognosticators were almost universally expecting further pain
December 21, 2023
Investing strategies
UBS’s Tay sees better 2024 for Asia, suggests realistic view of energy transition
Tay acknowledges the need to transition to renewable energy, but this will be a very long journey
December 20, 2023
Private equity
KKR is shrugging off 'fear in the market' to buy up risky debt
'One thing the Global Financial Crisis taught us is that when investors are paralyzed by fear, they often overlook opportunity'
December 07, 2023
Investing strategies
Investing in New China
Several sectors in this 'New China' have caught Wong's eye
December 07, 2023
Investing strategies
China does not share Japan's obsession with golfing, nor a 'balance sheet recession'
At the previous peak, Japan was trading at more than 70 times earnings; China's recent peak was 15 times
December 07, 2023