GMO Q2 2022 Quarterly Letter
Equity investors in countries with overvalued currencies have two ways to lose and those with undervalued currencies have two ways to win. Today’s...
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Zoom - Market Outlook - August 3, 2022
The SET Index is expected to move sideways, with the resistance at 1,600/1,607 points and the support at 1,583/1,573 points.
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Dawn of a New Decade
As we enter the third decade of this millennium, we look back over the last ten years, draw inferences from what transpired, examine where returns...
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Different Strokes: India Versus Indonesia
This week, as both India and Indonesia celebrate their independence day, we are stuck by how similar drivers in these economies are and despite the...
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