Dividend Stocks: Dead or Undead?
28th October 2021
Most income investors choose dividend stocks by looking at a company’s current dividend yield and history of payments. They base their choices on historical trends and hope the…
Dividend Stocks: Dead or Undead?
28th October 2021
Most income investors choose dividend stocks by looking at a company’s current dividend yield and history of payments. They base their choices on historical trends and hope the…
Market Update | The Energy Clash
12th October 2021
Though the second half of 2021 started relatively benignly following a turbulent start to the year, September leading into October has faced a series of economic/political events that…
Market Update | Is China Uninvestable?
8th September 2021
Is China Uninvestable? The noise surrounding the Chinese government’s crackdown, which started with technology firms and then quickly bled into other sectors, reached something of a crescendo on…
Market Update | Correlation
10th August 2021
When does correlation really matter? The highest correlation in the table (fig.1) is the MSCI World/Information Technology Index and the MSCI World Growth Index; in fact, they are…
China’s Crackdown Shocks Investors
29th July 2021
China: The bigger picture To put the below into context, we need to remember that China is a domestic growth story, and that story remains very much intact;…
Japan: Going For Olympic Gold
27th July 2021
After a year’s delay, all eyes were on Tokyo on Friday as the curtain was finally raised on the 2020 Olympics. In the weeks to follow, despite the…