Cryptos And New "MEME" Stocks?
Recent months have been interesting, even by Wall Street standards. Back in February, this took the form of extreme speculation in heavily shorted stocks and unlimited optimism regarding the fate of many high-growth stocks.
Go Deeper (2 min read)Emerging Markets, A Dangerous Bet?
A rise in rates in developed economies could lead to a considerable capital flight from riskier, emerging regions to safer, developed economies.
Go Deeper (2 min read)Global Manufacturing Picks Up
Manufacturing activity is picking up in the U.S. as the economy re-opens. However, the market is still pressured by a lack of workers, a shortage of key products (semiconductors) and booming commodity prices.
Go Deeper (2 min read)Bubbles, What Bubbles?
We remain cautious on current valuations and are not in a hurry to buy over-valued growth stocks, we prefer to let some time pass for inflationary pressure to cool down.
Go Deeper (5 min read)Growth Versus The Fed
Inflation fears faded at the start of the week as Fed officials repeatedly downplayed the effects of higher price pressures and have confirmed their belief that the Central Bank could engineer a soft landing.
Go Deeper (2 min read)
Full Steam Ahead
The labour market and rising house prices are key as the Fed seeks to avoid the costly mistakes it made in the past while ensuring that it doesn’t halt the recovery
Go Deeper (2 min read)
This Time Is Different
Things were strangely similar back in 2000: declining interest rates, the Taxpayer Relief Act of 1997, a supportive FED and the Telecommunications Act of 1996 helped boost investor optimism and drove technology stocks to unbearable valuations.
Go Deeper (2 min read)
Palo Alto Networks, Leader In Security
Palo Alto Networks was founded in 2005 by Nir Zuk, Yuming Mao, Rajiv Batra and Dave Stevens. It has grown to become a global cybersecurity leader, helping companies achieve their digital transformation in a secure environment.
Go Deeper (6 min read)
UiPath, Automation Champion?
UiPath is a software company that develops a platform for Robotic Process Automation (RPA). In simple terms, it monitors user activity to automate repetitive front and back office tasks.
Go Deeper (7 min read)
Grab, The Southeast Asian Tech King
Grab, the Southeast Asian “Super App” is set to go public through a SPAC deal with Altimeter Growth Corp. This would value the company at $ 40B and is accompanied by a $ 4B-plus capital injection.
Go Deeper (4 min read)
The Fastly Case: Overvalued?
Fastly is U.S.-based cloud computing services provider. In short, it processes, serves and secures its customer’s applications as close to the end users as possible.
Go Deeper (2 min read)
