Investing Idea #3
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
Go Deeper (3 min read)$ 100 Oil
A near-continuous surge in oil prices has driven benchmark Brent crude close to the $100 per barrel mark, presenting a fresh challenge for central banks as they grapple with rising inflation.
Go Deeper (2 min read)China's Export Cool Further
In August, China saw its exports to the rest of the world decline for the fourth consecutive month, offering little relief from its deepening economic challenges and contributing to a gloomy global trade outlook.
Go Deeper (3 min read)Buying Utilities On The Cheap?
Utility stocks have fallen out of favor lately. To put it in perspective, the last time they underperformed the market to this extent, it was right before the dot-com bubble burst.
Go Deeper (2 min read)There is a commonly held belief that economic expansions do not naturally come to an end due to their age but rather meet their demise at the hands of the Federal Reserve.
Go Deeper (3 min read)
August 2023 - Commentary
In an unprecedented move, the Federal Reserve has elevated interest rates to their highest point in 22 years.
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Going Long On China?
Researchers at JPMorgan Chase estimated last month that China's overall debt, encompassing households, companies, and the government, had surged to 282% of the country's annual economic output.
Go Deeper (2 min read)
Investing Idea #2
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
Go Deeper (3 min read)
Deflation? The First Signs
China's economy has entered a period of deflation as consumer prices experienced their first decline since early 2021.
Go Deeper (4 min read)
A $ 12 Trillion Problem
China's "basket of measures" to address the risks posed by local government debt is anticipated to encompass a range of strategies, including special bond issuance, debt swaps, loan extensions, and a measure that Beijing has been reluctant to embrace: tapping into the central budget.
Go Deeper (2 min read)
China, The New Japan?
In the early 1990s, Japan captured the American imagination, but its remarkable rise turned into a prolonged decline, mainly due to demography.
Go Deeper (3 min read)
