Investing Idea #5
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
Go Deeper (3 min read)November 2023 - Commentary
The U.S. economy is on the verge of achieving what many economists deemed unlikely or impossible: a return to pre-pandemic levels of inflation without triggering a recession or significant economic downturn—a phenomenon known as a "soft landing."
Go Deeper (5 min read)Real Estate Is In Trouble
Mezzanine loans, known for their high interest rates and expedited foreclosure processes compared to traditional mortgages, have seen a notable surge in foreclosure notices.
Go Deeper (3 min read)The State Of Venture Capital
The landscape of venture capital (VC) has undergone significant changes in the past year. According to Kroll, the US currently has $300 billion of uninvested capital in VC funds.
Go Deeper (2 min read)How Higher Rates Could Be Good, Not Bad
Federal Reserve policymakers seem hesitant to increase interest rates again, and they don't anticipate lowering rates in the near future. When they do eventually consider rate cuts, they expect them to be relatively modest.
Go Deeper (3 min read)
Hot Chinese Waters
The second-largest global economy, China, currently faces a deflating property bubble, local governments struggling with debt payments, and a banking system exposed to these issues.
Go Deeper (3 min read)
October 2023 - Commentary
Economists have become more optimistic about the U.S. economy. They now believe that the country will avoid a recession, as the Federal Reserve has finished raising interest rates and inflation is expected to continue decreasing.
Go Deeper (5 min read)
Softbank Is Getting Out Of China
SoftBank is taking steps to reduce its remaining stake in Alibaba, limiting its exposure to the Chinese market and raising funds due to the declining value of its technology investments amidst the market downturn.
Go Deeper (3 min read)
China's Gradual Recovery
Official figures indicate that China's retail sales contracted by 0.2% in 2022, a stark contrast to the 8% growth recorded in 2019.
Go Deeper (3 min read)
Seniors Are Making The Economy Stronger
Consumer spending has remained remarkably resilient despite the Federal Reserve's efforts to raise interest rates. An often overlooked but significant factor contributing to this resilience is the aging population.
Go Deeper (3 min read)
Where Are Rates Going?
The threat of a bond selloff looms large, casting doubt on hopes for a soft economic landing. The surge in long-term interest rates, reaching levels not seen in 16 years, raises concerns, especially as the exact triggers behind this move remain unclear.
Go Deeper (4 min read)
