Big-Tech Monopoly
In 2024, a series of high-profile U.S. antitrust cases against leading technology companies, notably Google and Meta Platforms, are poised to reach pivotal conclusions.
Go Deeper (2 min read)India Pushes Ahead
India has been outshining other leading global economies, primarily due to the robust performance of its service and industrial sectors, despite challenges in agriculture caused by inadequate rainfall.
Go Deeper (3 min read)Is The Canary Suffocating?
FedEx's shares plummeted by 12% after the company reported disappointing results and outlook, leading to a series of price-target reductions by Wall Street analysts, which contributed to a late-day sell-off in the broader market.
Go Deeper (2 min read)Investing Idea #6
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)December 2023 - Commentary
The U.S. Federal Reserve, traditionally focused on two key mandates - controlling inflation and managing unemployment - has recently signaled a significant policy shift.
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A Chinese IPO? Shein Files To Go Public
Shein, the global online fashion company originating from China, has confidentially submitted documents for a U.S. initial public offering (IPO), potentially one of the most significant in recent years.
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Back To Normal
Federal Reserve officials, in their recent policy meeting minutes, indicated a potential pause in rate increases. They emphasized proceeding carefully and expected upcoming data to clarify the extent of a slowdown in inflation amid higher borrowing costs.
Go Deeper (3 min read)
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."
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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.
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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)
