Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Portfolio Watch: Sea of cyclical green
Welcome to our latest edition of Portfolio Watch, our weekly deep-dive into prevailing market trends and our portfolio strategies. In this updated...
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EM Cycle Watch: South Korea a good buy?
The latest Nvidia earnings report was testament to the demand for tech and particularly semis, and it proved the persistent strength of the AI...
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44% of Korean Stocks Are Trading Below Book Value - FSC Wants to Improve This (Following Japan)
A 44% of Korean stocks are trading below book value. FSC wants to improve this, following Japan's "name and shame" policy.
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