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)Labour Market Jumps
The U.S. jobs market saw an improvement in terms of initial jobless claims which fell to 406,000 for the week ended May 22. This represents a steep decline from the previous week’s 444,000 claims.
Go Deeper (2 min read)Inflation And The Fed, What Lies Ahead?
We have been cautious on U.S.-valuations since these reached new heights at the start of the year. After a sell-off, most growth stocks regained some steam. Where could this go?
Go Deeper (3 min read)
Read on about
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.
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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.
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FinTech And InsurTech. Worth Considering?
In the long run, could they turn the insurance industry into a less expensive and more pleasant one?
Go Deeper (2 min read)
Celsius Holdings, A Drinks Mirage?
Celsius Holdings, founded in 2004, is active in the energy drinks segment, differentiating itself from larger competitors with a focus on a “healthy lifestyle”.
Go Deeper (3 min read)
