Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
361 Views
Investing in Drones
From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...
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Investing in the Internet of Things (IoT)
In today's digitized world, everything is connected and  'smart' - our phones are packed with ever more functionality, we can surf the net directly...
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Jacobio Pharma (1167 HK): Licensing Agreement, Glesirasib Approval Provide Impetus for Future
​Jacobio Pharmaceuticals saw a decrease in revenue in 2025, mostly earnings from licensing out. Collaborated with AstraZeneca on Pan-KRAS...
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