Cybersecurity as an Investment Theme (Part 1)
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn...
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Charged Up: Adoption Will Take Off as Electric Vehicles Reach Cost Parity
The market underestimates the potential for electric vehicle (EV) adoption. Bears point to high costs and low range versus internal combustion...
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US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
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The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trump’s campaign rhetoric tackled taboo subjects and hinted at major departures from...
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Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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